SUSYX Mutual Fund
SUSYX Mutual Fund
NAV$14.56
AUM$113M
TER0.89%
Holdings225
See how much of SUSYX you already own
SUSYX Mutual Fund
NAV$14.56
SEI Institutional Managed Trust - US Managed Volatility Fund Class Y
AUM$113M
TER0.89%
Holdings225
See how much of SUSYX you already own
SUSYX Mutual Fund Overlap Analysis
SUSYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SUSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 225 holdings, SUSYX may share significant positions with broad-market funds.
SUSYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SUSYX tax-loss harvesting finds highly correlated but non-identical funds.