SBSPX Mutual Fund

NAV$58.02

AUM$806M

TER0.54%

Holdings505

SBSPX Mutual Fund

NAV$58.02

Franklin S&P 500 Index Fund A

AUM$806M

TER0.54%

Holdings505

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Holdings Overlap Analysis

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

SBSPX Mutual Fund Overlap Analysis

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

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

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