SBFIX Mutual Fund Similar Funds | MarketXLS

SBFIX Mutual Fund

NAV$24.06

AUM$59M

TER0.86%

Holdings1,204

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SBFIX Mutual Fund

NAV$24.06

Federated Hermes Global Allocation Fund Institutional Class

AUM$59M

TER0.86%

Holdings1,204

See how much of SBFIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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SBFIX Mutual Fund Similar Funds

SBFIX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include SCGCX, GSCUX, HSNRX, CVRT, MDBRX.

SBFIX alternatives help with portfolio diversification and cost optimization. SBFIX overlap shows shared holdings with similar funds. SBFIX tax-loss harvesting finds correlated substitutes.