SATOX Mutual Fund Analysis & Holdings | MarketXLS

SATOX Mutual Fund

NAV$13.72

AUM$3.4B

TER1.27%

Holdings759

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SATOX Mutual Fund

NAV$13.72

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

AUM$3.4B

TER1.27%

Holdings759

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 SATOX 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 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 759 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.