SUPAX Mutual Fund Analysis & Holdings | MarketXLS

SUPAX Mutual Fund

NAV$25.20

AUM$40M

TER0.73%

Holdings269

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SUPAX Mutual Fund

NAV$25.20

DWS Equity Sector Strategy Fund Class A

AUM$40M

TER0.73%

Holdings269

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

SUPAX Mutual Fund Overlap Analysis

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

SUPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, SUPAX may share significant positions with broad-market funds.

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