SPTBX Mutual Fund Analysis & Holdings | MarketXLS

SPTBX Mutual Fund

NAV$28.05

AUM$5M

TER1.32%

Holdings5

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SPTBX Mutual Fund

NAV$28.05

SP Funds 2040 Target Date Fund Investor Class

AUM$5M

TER1.32%

Holdings5

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

SPTBX Mutual Fund Overlap Analysis

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

SPTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, SPTBX may share significant positions with broad-market funds.

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