SRIDX Mutual Fund

NAV$14.79

AUM$10M

TER0.90%

Holdings129

SRIDX Mutual Fund

NAV$14.79

Gabelli SRI Fund Class I

AUM$10M

TER0.90%

Holdings129

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Holdings Overlap Analysis

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

SRIDX Mutual Fund Overlap Analysis

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

SRIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, SRIDX may share significant positions with broad-market funds.

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