SEWIX Mutual Fund

NAV$19.49

AUM$3M

TER0.92%

Holdings174

SEWIX Mutual Fund

NAV$19.49

NAA World Equity Income Fund Institutional Class

AUM$3M

TER0.92%

Holdings174

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Holdings Overlap Analysis

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

SEWIX Mutual Fund Overlap Analysis

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

SEWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 174 holdings, SEWIX may share significant positions with broad-market funds.

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