SFBPX Mutual Fund

NAV$12.27

TER0.27%

Holdings8

See how much of SFBPX you already own

Just $25 once·$99/mo·Download sample

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SFBPX Mutual Fund

NAV$12.27

Empower SecureFoundation Balanced ETF Fund Class A

TER0.27%

Holdings8

See how much of SFBPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SFBPX Mutual Fund Overlap Analysis

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

SFBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, SFBPX may share significant positions with broad-market funds.

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