SECEX Mutual Fund

NAV$26.10

AUM$260M

TER1.25%

Holdings141

SECEX Mutual Fund

NAV$26.10

NAA Large Core Fund Class A

AUM$260M

TER1.25%

Holdings141

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Holdings Overlap Analysis

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

SECEX Mutual Fund Overlap Analysis

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

SECEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 141 holdings, SECEX may share significant positions with broad-market funds.

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