SLIYX Mutual Fund

NAV$10.42

AUM$150M

TER0.96%

Holdings960

SLIYX Mutual Fund

NAV$10.42

SIMT Multi-Asset Income Fund Class Y

AUM$150M

TER0.96%

Holdings960

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Holdings Overlap Analysis

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

SLIYX Mutual Fund Overlap Analysis

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

SLIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 960 holdings, SLIYX may share significant positions with broad-market funds.

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