SPFEX Mutual Fund

NAV$34.20

AUM$17M

TER0.30%

Holdings368

SPFEX Mutual Fund

NAV$34.20

Sphere 500 Climate Fund Institutional Class

AUM$17M

TER0.30%

Holdings368

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Holdings Overlap Analysis

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

SPFEX Mutual Fund Overlap Analysis

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

SPFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 368 holdings, SPFEX may share significant positions with broad-market funds.

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