SBCCX Mutual Fund

NAV$11.20

AUM$280,700.59

TER2.95%

Holdings9

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SBCCX Mutual Fund

NAV$11.20

Saratoga Moderately Conservative Balanced Allocation Portfolio Class C

AUM$280,700.59

TER2.95%

Holdings9

See inside every fund you own

$99/yr 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 SBCCX 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 SBCCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SBCCX Mutual Fund Overlap Analysis

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

SBCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SBCCX may share significant positions with broad-market funds.

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