SBLTX Mutual Fund

NAV$5.74

AUM$562M

TER0.66%

Holdings353

See how much of SBLTX you already own

Just $25 once·$99/mo·Download sample

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SBLTX Mutual Fund

NAV$5.74

Western Asset Intermediate-Term Municipals Fund Class A

AUM$562M

TER0.66%

Holdings353

See how much of SBLTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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 353 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.