SRWAX Mutual Fund

NAV$14.94

AUM$105M

TER1.34%

Holdings16

SRWAX Mutual Fund

NAV$14.94

SAAT Market Growth Strategy Fund Class F

AUM$105M

TER1.34%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SRWAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SRWAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SRWAX Mutual Fund Overlap Analysis

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

SRWAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, SRWAX may share significant positions with broad-market funds.

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