SWSFX Mutual Fund

NAV$10.30

TER0.26%

Holdings240

SWSFX Mutual Fund

NAV$10.30

Northern Ultra-Short Fixed Income Fund - SIEBERT WILLIAMS SHANK SHARES

TER0.26%

Holdings240

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Holdings Overlap Analysis

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

SWSFX Mutual Fund Overlap Analysis

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

SWSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 240 holdings, SWSFX may share significant positions with broad-market funds.

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