SBSPX Mutual Fund
SBSPX Mutual Fund
NAV$59.51
AUM$851M
TER0.54%
Holdings505
See how much of SBSPX you already own
SBSPX Mutual Fund
NAV$59.51
Franklin S&P 500 Index Fund A
AUM$851M
TER0.54%
Holdings505
See how much of SBSPX you already own
SBSPX Mutual Fund Overlap Analysis
SBSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SBSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, SBSPX may share significant positions with broad-market funds.
SBSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SBSPX tax-loss harvesting finds highly correlated but non-identical funds.