SRICX Mutual Fund

NAV$12.59

AUM$30,152.15

TER0.90%

Holdings129

See how much of SRICX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SRICX Mutual Fund

NAV$12.59

Gabelli SRI Fund Class C

AUM$30,152.15

TER0.90%

Holdings129

See how much of SRICX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SRICX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SRICX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SRICX Mutual Fund Overlap Analysis

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

SRICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, SRICX may share significant positions with broad-market funds.

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