SRSJX Mutual Fund Analysis & Holdings | MarketXLS

SRSJX Mutual Fund

NAV$30.47

AUM$85M

TER1.64%

Holdings55

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SRSJX Mutual Fund

NAV$30.47

Ocean Park Tactical Risk Spectrum 70 Fund Class Institutional

AUM$85M

TER1.64%

Holdings55

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

SRSJX Mutual Fund Overlap Analysis

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

SRSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, SRSJX may share significant positions with broad-market funds.

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