SABTX Mutual Fund
SABTX Mutual Fund
NAV$30.75
TER0.74%
Holdings275
See how much of SABTX you already own
SABTX Mutual Fund
NAV$30.75
SA US Value Fund
TER0.74%
Holdings275
See how much of SABTX you already own
SABTX Mutual Fund Overlap Analysis
SABTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SABTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 275 holdings, SABTX may share significant positions with broad-market funds.
SABTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SABTX tax-loss harvesting finds highly correlated but non-identical funds.