SFDYX Mutual Fund

NAV$31.31

TER0.74%

Holdings319

SFDYX Mutual Fund

NAV$31.31

SIMT Mid-Cap Fund Class Y

TER0.74%

Holdings319

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SFDYX Mutual Fund Overlap Analysis

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

SFDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 319 holdings, SFDYX may share significant positions with broad-market funds.

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