SQBAX Mutual Fund Analysis & Holdings | MarketXLS

SQBAX Mutual Fund

NAV$9.23

AUM$150,385.86

TER2.22%

Holdings3

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SQBAX Mutual Fund

NAV$9.23

Saratoga Investment Quality Bond Portfolio Class A

AUM$150,385.86

TER2.22%

Holdings3

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

SQBAX Mutual Fund Overlap Analysis

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

SQBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, SQBAX may share significant positions with broad-market funds.

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