SWIXX Mutual Fund Analysis & Holdings | MarketXLS

SWIXX Mutual Fund

AUM$11.7B

Holdings39

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SWIXX Mutual Fund

Northern Institutional Treasury Instruments Portfolio Siebert Williams Shank share

AUM$11.7B

Holdings39

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

SWIXX Mutual Fund Overlap Analysis

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

SWIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, SWIXX may share significant positions with broad-market funds.

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