SPINX Mutual Fund
SPINX Mutual Fund
NAV$23.43
TER0.12%
Holdings506
See how much of SPINX you already own
SPINX Mutual Fund
NAV$23.43
S&P 500 Index Fund Class A
TER0.12%
Holdings506
See how much of SPINX you already own
SPINX Mutual Fund Overlap Analysis
SPINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SPINX may share significant positions with broad-market funds.
SPINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPINX tax-loss harvesting finds highly correlated but non-identical funds.