Owning more funds does not automatically mean owning different investments. This fund holdings overlap tool helps you see repeated exposure before you assume that a longer fund list has diversified your portfolio.
Compare the holdings you actually have
Supply dated holdings for two to ten funds. The analysis shows shared and unique security IDs, weight overlap, sector and country overlap, and the combined exposure produced by your chosen fund allocations. The files are processed locally by the toolkit in your browser.
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Why holdings coverage stays visible
A file containing only the top ten holdings cannot establish the full overlap between two funds. StockMags keeps the original weights and displays missing exposure. It does not scale a partial file to 100% and call that a complete portfolio.
What does 40% weighted overlap mean?
For each shared holding, the analysis takes the smaller of its two fund weights, then adds those weights. This describes the common exposure in the supplied files. It is different from the percentage of holding names shared and from the exposure of a portfolio that holds the two funds in unequal amounts.
Prepare a useful comparison
Use stable security IDs, matching sector and country classifications, and preferably the same holdings date. A ticker alone may not identify the same share class across exchanges. The current model handles nonnegative long-only weights and does not look through derivatives or nested funds. Automatic fund downloads are not included. To compare historical outcomes, use the growth-of-$10,000 tool.
Use these tools for education and research organization. Figures and assumptions are not independently verified. Model outputs do not predict returns or recommend a transaction. Investing involves risk, including loss of principal.
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