SEQUX Mutual Fund
NAV$185.46
AUM$4.0B
TER1.00%
Holdings28
SEQUX Mutual Fund
NAV$185.46
Sequoia Fund
AUM$4.0B
TER1.00%
Holdings28

✓All holdings
✓Overlap Analysis
✓ETF Screener
✓Compare ETFs
SEQUX Mutual Fund Overlap Analysis
SEQUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SEQUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, SEQUX may share significant positions with broad-market funds.
SEQUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SEQUX tax-loss harvesting finds highly correlated but non-identical funds.