SBLTX Mutual Fund
SBLTX Mutual Fund
NAV$6.03
AUM$606M
TER0.67%
Holdings377
SBLTX Mutual Fund
NAV$6.03
Western Asset Intermediate-Term Municipals Fund Class A
AUM$606M
TER0.67%
Holdings377
SBLTX Mutual Fund Overlap Analysis
SBLTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SBLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 377 holdings, SBLTX may share significant positions with broad-market funds.
SBLTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SBLTX tax-loss harvesting finds highly correlated but non-identical funds.