SBALX Mutual Fund

NAV$18.85

AUM$10M

TER1.11%

Holdings10

See how much of SBALX you already own

Just $25 once·$99/mo·Download sample

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SBALX Mutual Fund

NAV$18.85

Victory Strategic Allocation Fund Class A

AUM$10M

TER1.11%

Holdings10

See how much of SBALX 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 SBALX 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 SBALX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SBALX Mutual Fund Overlap Analysis

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

SBALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, SBALX may share significant positions with broad-market funds.

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