SIUSX Mutual Fund

NAV$16.12

AUM$146M

TER0.76%

Holdings1,023

SIUSX Mutual Fund

NAV$16.12

Guggenheim Core Bond Fund Class A

AUM$146M

TER0.76%

Holdings1,023

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Holdings Overlap Analysis

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

SIUSX Mutual Fund Overlap Analysis

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

SIUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1023 holdings, SIUSX may share significant positions with broad-market funds.

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