SEEBX Mutual Fund

NAV$24.42

AUM$54,943.09

TER1.61%

Holdings406

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SEEBX Mutual Fund

NAV$24.42

Steward Values Enhanced Large Cap Fund Class C

AUM$54,943.09

TER1.61%

Holdings406

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SEEBX Mutual Fund Overlap Analysis

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

SEEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 406 holdings, SEEBX may share significant positions with broad-market funds.

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