SAMZX Mutual Fund

NAV$9.17

AUM$20M

TER0.31%

Holdings126

SAMZX Mutual Fund

NAV$9.17

Virtus Seix Total Return Bond Fund R6

AUM$20M

TER0.31%

Holdings126

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Holdings Overlap Analysis

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

SAMZX Mutual Fund Overlap Analysis

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

SAMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, SAMZX may share significant positions with broad-market funds.

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