SNWIX Mutual Fund
SNWIX Mutual Fund
NAV$84.23
AUM$53M
TER0.95%
Holdings45
See how much of SNWIX you already own
SNWIX Mutual Fund
NAV$84.23
Easterly Snow Small Cap Value Fund Institutional Class
AUM$53M
TER0.95%
Holdings45
See how much of SNWIX you already own
SNWIX Mutual Fund Overlap Analysis
SNWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SNWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, SNWIX may share significant positions with broad-market funds.
SNWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SNWIX tax-loss harvesting finds highly correlated but non-identical funds.