SBTOX Mutual Fund

NAV$11.39

AUM$1.3B

TER0.91%

Holdings831

SBTOX Mutual Fund

NAV$11.39

Sanford C. Bernstein Fund Tax-Aware Overlay B Portfolio Class 1

AUM$1.3B

TER0.91%

Holdings831

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

SBTOX Mutual Fund Overlap Analysis

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

SBTOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 831 holdings, SBTOX may share significant positions with broad-market funds.

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