SABPX Mutual Fund
SABPX Mutual Fund
NAV$17.75
AUM$2.2B
TER1.05%
Holdings36
See how much of SABPX you already own
SABPX Mutual Fund
NAV$17.75
Principal Strategic Asset Management Balanced Portfolio Class A
AUM$2.2B
TER1.05%
Holdings36
See how much of SABPX you already own
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.