SINAX Mutual Fund

NAV$44.11

AUM$1.1B

TER0.79%

Holdings57

SINAX Mutual Fund

NAV$44.11

ClearBridge Large Cap Value Fund Class A

AUM$1.1B

TER0.79%

Holdings57

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Holdings Overlap Analysis

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

SINAX Mutual Fund Overlap Analysis

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

SINAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, SINAX may share significant positions with broad-market funds.

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