SPNNX Mutual Fund
SPNNX Mutual Fund
NAV$6.78
AUM$5M
TER2.14%
Holdings29
SPNNX Mutual Fund
NAV$6.78
Invesco SteelPath MLP Income Fund R
AUM$5M
TER2.14%
Holdings29
SPNNX Mutual Fund Overlap Analysis
SPNNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SPNNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, SPNNX may share significant positions with broad-market funds.
SPNNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SPNNX tax-loss harvesting finds highly correlated but non-identical funds.