SXPAX Mutual Fund Analysis & Holdings | MarketXLS

SXPAX Mutual Fund

NAV$60.44

AUM$296M

TER0.54%

Holdings1

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SXPAX Mutual Fund

NAV$60.44

DWS S&P 500 Index Fund Class A

AUM$296M

TER0.54%

Holdings1

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

SXPAX Mutual Fund Overlap Analysis

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

SXPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SXPAX may share significant positions with broad-market funds.

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