SDSYX Mutual Fund

NAV$4.96

AUM$43M

TER0.66%

Holdings579

SDSYX Mutual Fund

NAV$4.96

Western Asset Income Fund Class I

AUM$43M

TER0.66%

Holdings579

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Holdings Overlap Analysis

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

SDSYX Mutual Fund Overlap Analysis

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

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

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