SDICX Mutual Fund

NAV$16.05

AUM$21M

TER1.51%

Holdings1,023

SDICX Mutual Fund

NAV$16.05

Guggenheim Core Bond Fund Class C

AUM$21M

TER1.51%

Holdings1,023

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Holdings Overlap Analysis

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

SDICX Mutual Fund Overlap Analysis

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

SDICX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1023 holdings, SDICX may share significant positions with broad-market funds.

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