SBPAX Mutual Fund Analysis & Holdings | MarketXLS

SBPAX Mutual Fund

NAV$11.78

AUM$61M

TER0.88%

Holdings73

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SBPAX Mutual Fund

NAV$11.78

Western Asset Pennsylvania Municipals Fund Class A

AUM$61M

TER0.88%

Holdings73

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

SBPAX Mutual Fund Overlap Analysis

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

SBPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, SBPAX may share significant positions with broad-market funds.

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