SBMBX Mutual Fund

NAV$11.88

AUM$66,322.83

TER3.81%

Holdings45

SBMBX Mutual Fund

NAV$11.88

Saratoga Energy & Basic Materials Portfolio Class A

AUM$66,322.83

TER3.81%

Holdings45

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

SBMBX Mutual Fund Overlap Analysis

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

SBMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, SBMBX may share significant positions with broad-market funds.

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