SOPYX Mutual Fund

NAV$33.05

AUM$1.2B

TER0.73%

Holdings57

SOPYX Mutual Fund

NAV$33.05

ClearBridge Dividend Strategy Fund Class I

AUM$1.2B

TER0.73%

Holdings57

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Holdings Overlap Analysis

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

SOPYX Mutual Fund Overlap Analysis

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

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

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