SAMBX Mutual Fund Analysis & Holdings | MarketXLS

SAMBX Mutual Fund

NAV$7.61

AUM$905M

TER0.63%

Holdings273

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SAMBX Mutual Fund

NAV$7.61

Virtus Seix Floating Rate High Income Fund I

AUM$905M

TER0.63%

Holdings273

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

SAMBX Mutual Fund Overlap Analysis

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

SAMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, SAMBX may share significant positions with broad-market funds.

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