SQBFX Mutual Fund Analysis & Holdings | MarketXLS

SQBFX Mutual Fund

NAV$16.57

AUM$86M

TER2.66%

Holdings89

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SQBFX Mutual Fund

NAV$16.57

X-Square Balanced Fund LLC Class A

AUM$86M

TER2.66%

Holdings89

See inside every fund you own

$99/yr 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 SQBFX 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 SQBFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SQBFX Mutual Fund Overlap Analysis

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

SQBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, SQBFX may share significant positions with broad-market funds.

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