SBFIX Mutual Fund

NAV$23.36

AUM$58M

TER0.86%

Holdings1,204

SBFIX Mutual Fund

NAV$23.36

Federated Hermes Global Allocation Fund Institutional Class

AUM$58M

TER0.86%

Holdings1,204

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Holdings Overlap Analysis

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

SBFIX Mutual Fund Overlap Analysis

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

SBFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1204 holdings, SBFIX may share significant positions with broad-market funds.

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