SLDBX Mutual Fund

NAV$9.60

AUM$1.9B

TER0.32%

Holdings492

See how much of SLDBX you already own

Just $25 once·$69/mo·Download sample

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SLDBX Mutual Fund

NAV$9.60

SEI Institutional Investments Trust - Limited Duration Bond Fund Class A

AUM$1.9B

TER0.32%

Holdings492

See how much of SLDBX you already own

Just $25 once·$69/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 SLDBX 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 SLDBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SLDBX Mutual Fund Overlap Analysis

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

SLDBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 492 holdings, SLDBX may share significant positions with broad-market funds.

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