SAOIX Mutual Fund

NAV$35.42

AUM$38M

TER1.41%

Holdings426

SAOIX Mutual Fund

NAV$35.42

NAA Opportunity Fund Institutional Class

AUM$38M

TER1.41%

Holdings426

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Holdings Overlap Analysis

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

SAOIX Mutual Fund Overlap Analysis

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

SAOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 426 holdings, SAOIX may share significant positions with broad-market funds.

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