SEEKX Mutual Fund

NAV$42.49

AUM$18M

TER0.86%

Holdings406

SEEKX Mutual Fund

NAV$42.49

Steward Values Enhanced Large Cap Fund Class A

AUM$18M

TER0.86%

Holdings406

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SEEKX Mutual Fund Overlap Analysis

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

SEEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 406 holdings, SEEKX may share significant positions with broad-market funds.

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