SABPX Mutual Fund Analysis & Holdings | MarketXLS

SABPX Mutual Fund

NAV$17.96

AUM$2.2B

TER1.05%

Holdings36

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SABPX Mutual Fund

NAV$17.96

Principal Strategic Asset Management Balanced Portfolio Class A

AUM$2.2B

TER1.05%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SABPX Mutual Fund Overlap Analysis

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

SABPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, SABPX may share significant positions with broad-market funds.

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