SRIGX Mutual Fund

NAV$14.42

AUM$6M

TER0.90%

Holdings129

SRIGX Mutual Fund

NAV$14.42

Gabelli SRI Fund Class AAA

AUM$6M

TER0.90%

Holdings129

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Holdings Overlap Analysis

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

SRIGX Mutual Fund Overlap Analysis

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

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

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