SOPSX Mutual Fund

NAV$25.09

AUM$228,619.35

TER2.78%

Holdings8

SOPSX Mutual Fund

NAV$25.09

Short NASDAQ-100 ProFund Service Class

AUM$228,619.35

TER2.78%

Holdings8

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Holdings Overlap Analysis

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

SOPSX Mutual Fund Overlap Analysis

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

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

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