SBOTX Mutual Fund

NAV$9.98

AUM$230M

TER0.81%

Holdings1,276

SBOTX Mutual Fund

NAV$9.98

Sanford C. Bernstein Fund Overlay B Portfolio Class 2

AUM$230M

TER0.81%

Holdings1,276

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Holdings Overlap Analysis

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

SBOTX Mutual Fund Overlap Analysis

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

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

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