SRDAX Mutual Fund Analysis & Holdings | MarketXLS

SRDAX Mutual Fund

NAV$10.44

AUM$2.4B

TER2.13%

Holdings9,435

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SRDAX Mutual Fund

NAV$10.44

Stone Ridge Diversified Alternatives Fund Class I

AUM$2.4B

TER2.13%

Holdings9,435

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

SRDAX Mutual Fund Overlap Analysis

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

SRDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9435 holdings, SRDAX may share significant positions with broad-market funds.

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