SATOX Mutual Fund

NAV$13.64

AUM$3.4B

TER1.27%

Holdings774

See how much of SATOX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

SATOX Mutual Fund

NAV$13.64

Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1

AUM$3.4B

TER1.27%

Holdings774

See how much of SATOX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare SATOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SATOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SATOX Mutual Fund Overlap Analysis

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

SATOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 774 holdings, SATOX may share significant positions with broad-market funds.

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