SXPRX Mutual Fund Analysis & Holdings | MarketXLS

SXPRX Mutual Fund

NAV$60.64

AUM$9M

TER0.23%

Holdings1

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SXPRX Mutual Fund

NAV$60.64

DWS S&P 500 Index Fund Class R6

AUM$9M

TER0.23%

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

SXPRX Mutual Fund Overlap Analysis

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

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

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