SDLAX Mutual Fund

NAV$21.58

TER0.67%

Holdings533

SDLAX Mutual Fund

NAV$21.58

SEI Institutional Investments Trust - Dynamic Asset Allocation Fund Class A

TER0.67%

Holdings533

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SDLAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SDLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SDLAX Mutual Fund Overlap Analysis

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

SDLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 533 holdings, SDLAX may share significant positions with broad-market funds.

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