SZIAX Mutual Fund

NAV$9.12

AUM$117M

TER0.80%

Holdings344

SZIAX Mutual Fund

NAV$9.12

DWS Total Return Bond Fund Class A

AUM$117M

TER0.80%

Holdings344

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Holdings Overlap Analysis

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

SZIAX Mutual Fund Overlap Analysis

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

SZIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 344 holdings, SZIAX may share significant positions with broad-market funds.

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