SDSIX Mutual Fund

NAV$4.96

AUM$216,565.55

TER1.40%

Holdings579

SDSIX Mutual Fund

NAV$4.96

Western Asset Income Fund Class C1

AUM$216,565.55

TER1.40%

Holdings579

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SDSIX Mutual Fund Overlap Analysis

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

SDSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 579 holdings, SDSIX may share significant positions with broad-market funds.

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