SBTYX Mutual Fund Analysis & Holdings | MarketXLS

SBTYX Mutual Fund

NAV$6.03

AUM$311M

TER0.50%

Holdings377

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SBTYX Mutual Fund

NAV$6.03

Western Asset Intermediate-Term Municipals Fund Class I

AUM$311M

TER0.50%

Holdings377

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 SBTYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SBTYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SBTYX Mutual Fund Overlap Analysis

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

SBTYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 377 holdings, SBTYX may share significant positions with broad-market funds.

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