SABCX Mutual Fund
SABCX Mutual Fund
NAV$12.49
AUM$232,791.45
TER3.28%
Holdings11
See how much of SABCX you already own
SABCX Mutual Fund
NAV$12.49
Saratoga Aggressive Balanced Allocation Portfolio Class C
AUM$232,791.45
TER3.28%
Holdings11
See how much of SABCX you already own
SABCX Mutual Fund Overlap Analysis
SABCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SABCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SABCX may share significant positions with broad-market funds.
SABCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SABCX tax-loss harvesting finds highly correlated but non-identical funds.