SBMLX Mutual Fund

NAV$20.88

AUM$6M

TER1.89%

Holdings63

SBMLX Mutual Fund

NAV$20.88

ClearBridge Mid Cap Fund Class C

AUM$6M

TER1.89%

Holdings63

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Holdings Overlap Analysis

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

SBMLX Mutual Fund Overlap Analysis

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

SBMLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 63 holdings, SBMLX may share significant positions with broad-market funds.

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