SATTX Mutual Fund
SATTX Mutual Fund
NAV$13.79
AUM$1.1B
TER1.07%
Holdings759
See how much of SATTX you already own
SATTX Mutual Fund
NAV$13.79
Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 2
AUM$1.1B
TER1.07%
Holdings759
See how much of SATTX you already own
SATTX Mutual Fund Overlap Analysis
SATTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SATTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 759 holdings, SATTX may share significant positions with broad-market funds.
SATTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SATTX tax-loss harvesting finds highly correlated but non-identical funds.