Portfolio X-Ray
Six equity funds usually means owning the same twenty companies six times. Blend up to 10 funds and see the portfolio you actually hold — which stocks arrive through several funds at once, your real sector exposure, and how much diversification the extra funds genuinely bought you.
How the blend is calculated
Every holding is weighted twice: by its share of the fund that holds it, and by that fund's share of your money. A stock at 8% of a fund that is a quarter of your portfolio contributes 2%. Where several funds hold the same company, those contributions add up — which is how duplicated exposure becomes visible.
The diversification figure is the one number here that cannot be taken from the funds themselves. Portfolio volatility is always lower than the average of its parts when those parts do not move in lockstep, so we rebuild your portfolio's own month-by-month history and measure it, then compare that against the weighted average of the individual funds. Averaging the funds' published volatilities would hide the entire effect.
Risk figures use only the months every fund in your blend has data for. Adding a recently-launched fund shortens that window for the whole portfolio — the page always states the window it used, because a ten-year risk number measured over eighteen months would be worse than none.
Holdings are a monthly disclosure, so the blend reflects each fund's last published portfolio rather than live positions. Comparing just two funds? The overlap tool gives a pairwise view.