SBCLX Mutual Fund

NAV$15.43

AUM$4.83

TER1.84%

Holdings18

SBCLX Mutual Fund

NAV$15.43

Franklin Multi-Asset Defensive Growth Fund Class C1

AUM$4.83

TER1.84%

Holdings18

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Holdings Overlap Analysis

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

SBCLX Mutual Fund Overlap Analysis

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

SBCLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, SBCLX may share significant positions with broad-market funds.

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