SICIX Mutual Fund

NAV$11.28

AUM$854,347.54

TER1.45%

Holdings16

SICIX Mutual Fund

NAV$11.28

SAAT Conservative Strategy Fund Class I

AUM$854,347.54

TER1.45%

Holdings16

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Holdings Overlap Analysis

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

SICIX Mutual Fund Overlap Analysis

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

SICIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, SICIX may share significant positions with broad-market funds.

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