SBDAX Mutual Fund Analysis & Holdings | MarketXLS

SBDAX Mutual Fund

NAV$10.23

AUM$202M

TER0.82%

Holdings134

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SBDAX Mutual Fund

NAV$10.23

STET California Municipal Bond Fund Class F

AUM$202M

TER0.82%

Holdings134

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

SBDAX Mutual Fund Overlap Analysis

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

SBDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 134 holdings, SBDAX may share significant positions with broad-market funds.

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