SBSYX Mutual Fund

NAV$3.65

AUM$46M

TER0.43%

Holdings479

SBSYX Mutual Fund

NAV$3.65

Western Asset Short-Term Bond Fund Class I

AUM$46M

TER0.43%

Holdings479

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Holdings Overlap Analysis

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

SBSYX Mutual Fund Overlap Analysis

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

SBSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 479 holdings, SBSYX may share significant positions with broad-market funds.

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