SBQUX Mutual Fund

NAV$7.25

AUM$114,457.24

TER2.98%

Holdings40

See how much of SBQUX you already own

Just $25 once·$99/mo·Download sample

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SBQUX Mutual Fund

NAV$7.25

DSS AmericaFirst Alpha Trends Factor Fund Class U

AUM$114,457.24

TER2.98%

Holdings40

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

SBQUX Mutual Fund Overlap Analysis

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

SBQUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, SBQUX may share significant positions with broad-market funds.

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