SBRAX Mutual Fund

NAV$19.14

AUM$844,374.37

TER0.99%

Holdings51

SBRAX Mutual Fund

NAV$19.14

Segall Bryant & Hamill All Cap Fund Retail Class

AUM$844,374.37

TER0.99%

Holdings51

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Holdings Overlap Analysis

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

SBRAX Mutual Fund Overlap Analysis

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

SBRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, SBRAX may share significant positions with broad-market funds.

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