SRDBX Mutual Fund Analysis & Holdings | MarketXLS

SRDBX Mutual Fund

NAV$10.36

AUM$53M

TER2.43%

Holdings9,435

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SRDBX Mutual Fund

NAV$10.36

Stone Ridge Diversified Alternatives Fund Class J

AUM$53M

TER2.43%

Holdings9,435

See inside every fund you own

$99/yr 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 SRDBX 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 SRDBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SRDBX Mutual Fund Overlap Analysis

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

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

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