SDTRX Mutual Fund

NAV$10.11

AUM$100,949.2

Holdings9

SDTRX Mutual Fund

NAV$10.11

Potomac Tactical Rotation Fund Class R

AUM$100,949.2

Holdings9

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Holdings Overlap Analysis

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

SDTRX Mutual Fund Overlap Analysis

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

SDTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SDTRX may share significant positions with broad-market funds.

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