SUMAX Mutual Fund

NAV$10.01

AUM$668M

TER0.82%

Holdings501

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SUMAX Mutual Fund

NAV$10.01

STET Short Duration Municipal Fund Class F

AUM$668M

TER0.82%

Holdings501

See inside every fund you own

$99/yr 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 SUMAX 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 SUMAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SUMAX Mutual Fund Overlap Analysis

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

SUMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 501 holdings, SUMAX may share significant positions with broad-market funds.

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