SRUAX Mutual Fund Analysis & Holdings | MarketXLS

SRUAX Mutual Fund

NAV$17.44

AUM$39M

TER1.43%

Holdings574

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SRUAX Mutual Fund

NAV$17.44

Meeder Spectrum Fund Adviser Class

AUM$39M

TER1.43%

Holdings574

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

SRUAX Mutual Fund Overlap Analysis

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

SRUAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 574 holdings, SRUAX may share significant positions with broad-market funds.

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