SLIYX Mutual Fund
SLIYX Mutual Fund
NAV$10.47
AUM$150M
TER0.96%
Holdings960
See how much of SLIYX you already own
SLIYX Mutual Fund
NAV$10.47
SIMT Multi-Asset Income Fund Class Y
AUM$150M
TER0.96%
Holdings960
See how much of SLIYX you already own
SLIYX Mutual Fund Overlap Analysis
SLIYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 960 holdings, SLIYX may share significant positions with broad-market funds.
SLIYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLIYX tax-loss harvesting finds highly correlated but non-identical funds.