SRYRX Mutual Fund

NAV$9.59

TER0.45%

Holdings21

SRYRX Mutual Fund

NAV$9.59

SIMT Real Return Fund Class Y

TER0.45%

Holdings21

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Holdings Overlap Analysis

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

SRYRX Mutual Fund Overlap Analysis

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

SRYRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, SRYRX may share significant positions with broad-market funds.

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