SUHIX Mutual Fund Analysis & Holdings | MarketXLS

SUHIX Mutual Fund

NAV$48.47

AUM$31M

TER1.03%

Holdings64

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SUHIX Mutual Fund

NAV$48.47

DWS Health and Wellness Fund Class Institutional

AUM$31M

TER1.03%

Holdings64

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

SUHIX Mutual Fund Overlap Analysis

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

SUHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, SUHIX may share significant positions with broad-market funds.

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