SIBLX Mutual Fund

NAV$31.31

AUM$312M

TER0.77%

Holdings518

SIBLX Mutual Fund

NAV$31.31

Touchstone Balanced Fund Class Y

AUM$312M

TER0.77%

Holdings518

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Holdings Overlap Analysis

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

SIBLX Mutual Fund Overlap Analysis

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

SIBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 518 holdings, SIBLX may share significant positions with broad-market funds.

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