SUSAX Mutual Fund

NAV$9.94

AUM$354M

TER0.25%

Holdings481

SUSAX Mutual Fund

NAV$9.94

SEI Institutional Investment Trust - Ultra Short Duration Bond Fund Class A

AUM$354M

TER0.25%

Holdings481

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SUSAX Mutual Fund Overlap Analysis

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

SUSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 481 holdings, SUSAX may share significant positions with broad-market funds.

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