SOPIX Mutual Fund Analysis & Holdings | MarketXLS

SOPIX Mutual Fund

NAV$29.29

AUM$3M

TER1.78%

Holdings8

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SOPIX Mutual Fund

NAV$29.29

Short NASDAQ-100 ProFund Investor Class

AUM$3M

TER1.78%

Holdings8

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 SOPIX 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 SOPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SOPIX Mutual Fund Overlap Analysis

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

SOPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, SOPIX may share significant positions with broad-market funds.

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