SBPYX Mutual Fund

NAV$41.42

AUM$461M

TER0.91%

Holdings96

SBPYX Mutual Fund

NAV$41.42

ClearBridge Small Cap Growth Fund Class I

AUM$461M

TER0.91%

Holdings96

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SBPYX Mutual Fund Overlap Analysis

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

SBPYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, SBPYX may share significant positions with broad-market funds.

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