BBSGX Mutual Fund

NAV$25.00

AUM$33M

TER0.55%

Holdings137

BBSGX Mutual Fund

NAV$25.00

Sterling Capital Short Duration Bond Fund Inst Cl

AUM$33M

TER0.55%

Holdings137

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare BBSGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BBSGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BBSGX Mutual Fund Overlap Analysis

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

BBSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, BBSGX may share significant positions with broad-market funds.

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