SFPIX Mutual Fund

NAV$0.22

AUM$178,626.45

TER3.88%

Holdings49

SFPIX Mutual Fund

NAV$0.22

Saratoga Advantage Trust Financial Services Portfolio Class I

AUM$178,626.45

TER3.88%

Holdings49

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Holdings Overlap Analysis

Compare SFPIX 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 SFPIX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

SFPIX Mutual Fund Overlap Analysis

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

SFPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, SFPIX may share significant positions with broad-market funds.

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