SDDBX Mutual Fund Analysis & Holdings | MarketXLS

SDDBX Mutual Fund

NAV$10.75

AUM$100,316.41

Holdings4

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SDDBX Mutual Fund

NAV$10.75

Potomac Defensive Bull Fund Class R

AUM$100,316.41

Holdings4

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

SDDBX Mutual Fund Overlap Analysis

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

SDDBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, SDDBX may share significant positions with broad-market funds.

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