SNWAX Mutual Fund

NAV$83.89

AUM$38M

TER1.20%

Holdings45

SNWAX Mutual Fund

NAV$83.89

Easterly Snow Small Cap Value Fund Class A

AUM$38M

TER1.20%

Holdings45

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Holdings Overlap Analysis

Compare SNWAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SNWAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SNWAX Mutual Fund Overlap Analysis

SNWAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SNWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, SNWAX may share significant positions with broad-market funds.

SNWAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SNWAX tax-loss harvesting finds highly correlated but non-identical funds.