SPDAX Mutual Fund

NAV$12.77

AUM$24M

TER0.97%

Holdings30

SPDAX Mutual Fund

NAV$12.77

DWS Multi-Asset Conservative Allocation Fund Class A

AUM$24M

TER0.97%

Holdings30

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Holdings Overlap Analysis

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

SPDAX Mutual Fund Overlap Analysis

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

SPDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, SPDAX may share significant positions with broad-market funds.

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