SBHEX Mutual Fund

NAV$14.18

AUM$7M

TER0.99%

Holdings458

SBHEX Mutual Fund

NAV$14.18

Segall Bryant & Hamill Emerging Markets Fund Class A

AUM$7M

TER0.99%

Holdings458

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Holdings Overlap Analysis

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

SBHEX Mutual Fund Overlap Analysis

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

SBHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 458 holdings, SBHEX may share significant positions with broad-market funds.

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