10 Fund Overlap
Five funds. One hidden portfolio?
Owning many funds is not the same as being diversified. Pick up to five and see how much they quietly hold in common.
Awaiting selection
Pick at least two funds
Choose funds from the list, then run the analysis to reveal how much they overlap.
How to read this tool How to read the results
Owning several funds is not the same as being diversified. Two funds can quietly hold many of the same stocks. This tool measures how much.
- Funds you select
- Choose two to five funds. The tool then compares every possible pair among them.
- Pair overlap
- The share of holdings two funds have in common, weighted by position size. A high figure means the two funds largely rise and fall together.
- Shared holdings
- The individual stocks that appear in more than one of your funds. These are your real concentrated bets, hidden across separate funds.
Disclaimer
For illustrative purposes only. Holdings data is indicative and periodically disclosed. Mutual fund investments are subject to market risks. This tool does not constitute investment advice.