SUSYX Mutual Fund

NAV$14.47

AUM$113M

TER0.89%

Holdings225

SUSYX Mutual Fund

NAV$14.47

SEI Institutional Managed Trust - US Managed Volatility Fund Class Y

AUM$113M

TER0.89%

Holdings225

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Holdings Overlap Analysis

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

SUSYX Mutual Fund Overlap Analysis

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

SUSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 225 holdings, SUSYX may share significant positions with broad-market funds.

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