SBIFX Mutual Fund Analysis & Holdings | MarketXLS

SBIFX Mutual Fund

NAV$4.39

AUM$11M

TER0.65%

Holdings47

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SBIFX Mutual Fund

NAV$4.39

Sextant Bond Income Fund Investor Class

AUM$11M

TER0.65%

Holdings47

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

SBIFX Mutual Fund Overlap Analysis

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

SBIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, SBIFX may share significant positions with broad-market funds.

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