SBSDX Mutual Fund

NAV$60.55

AUM$46M

TER0.34%

Holdings505

SBSDX Mutual Fund

NAV$60.55

Franklin S&P 500 Index Fund D

AUM$46M

TER0.34%

Holdings505

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Holdings Overlap Analysis

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

SBSDX Mutual Fund Overlap Analysis

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

SBSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, SBSDX may share significant positions with broad-market funds.

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