SWSAX Mutual Fund

NAV$6.70

TER0.64%

Holdings1,196

See how much of SWSAX you already own

Just $25 once·$69/mo·Download sample

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SWSAX Mutual Fund

NAV$6.70

SEI Institutional Investments Trust - World Select Equity Fund Class A

TER0.64%

Holdings1,196

See how much of SWSAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SWSAX Mutual Fund Overlap Analysis

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

SWSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1196 holdings, SWSAX may share significant positions with broad-market funds.

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