SBCPX Mutual Fund Analysis & Holdings | MarketXLS

SBCPX Mutual Fund

NAV$13.78

AUM$100M

TER1.16%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SBCPX Mutual Fund

NAV$13.78

Franklin Multi-Asset Defensive Growth Fund Class A

AUM$100M

TER1.16%

Holdings18

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 SBCPX 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 SBCPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SBCPX Mutual Fund Overlap Analysis

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

SBCPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, SBCPX may share significant positions with broad-market funds.

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