SBOOX Mutual Fund

NAV$9.96

AUM$1.0B

TER0.95%

Holdings1,276

SBOOX Mutual Fund

NAV$9.96

Sanford C. Bernstein Fund Overlay B Portfolio Class 1

AUM$1.0B

TER0.95%

Holdings1,276

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Holdings Overlap Analysis

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

SBOOX Mutual Fund Overlap Analysis

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

SBOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1276 holdings, SBOOX may share significant positions with broad-market funds.

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