SNWRX Mutual Fund Analysis & Holdings | MarketXLS

SNWRX Mutual Fund

NAV$87.09

AUM$12.72

TER0.85%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SNWRX Mutual Fund

NAV$87.09

Easterly Snow Small Cap Value Fund Class R6

AUM$12.72

TER0.85%

Holdings45

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

SNWRX Mutual Fund Overlap Analysis

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

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

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