SPINX Mutual Fund

NAV$22.85

TER0.12%

Holdings506

SPINX Mutual Fund

NAV$22.85

S&P 500 Index Fund Class A

TER0.12%

Holdings506

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Holdings Overlap Analysis

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

SPINX Mutual Fund Overlap Analysis

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

SPINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SPINX may share significant positions with broad-market funds.

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