SBOOX Mutual Fund

NAV$9.98

AUM$1.0B

TER0.95%

Holdings1,317

See how much of SBOOX you already own

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SBOOX Mutual Fund

NAV$9.98

Sanford C. Bernstein Fund Overlay B Portfolio Class 1

AUM$1.0B

TER0.95%

Holdings1,317

See how much of SBOOX 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 SBOOX 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 SBOOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SBOOX Mutual Fund Overlap Analysis

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

SBOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1317 holdings, SBOOX may share significant positions with broad-market funds.

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