SUSLX Mutual Fund

SUSLX Mutual Fund

NAV$14.91
See what you own twice
Check SUSLX against your other funds. Free for up to 5.
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Holdings Overlap Analysis

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

SUSLX Mutual Fund Overlap Analysis

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

SUSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, SUSLX may share significant positions with broad-market funds.

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