SBIYX Mutual Fund

NAV$15.33

AUM$36M

TER0.90%

Holdings67

SBIYX Mutual Fund

NAV$15.33

ClearBridge International Value Fund Class I

AUM$36M

TER0.90%

Holdings67

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Holdings Overlap Analysis

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

SBIYX Mutual Fund Overlap Analysis

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

SBIYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, SBIYX may share significant positions with broad-market funds.

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