SQBIX Mutual Fund Analysis & Holdings | MarketXLS

SQBIX Mutual Fund

NAV$16.87

AUM$11M

TER2.39%

Holdings89

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SQBIX Mutual Fund

NAV$16.87

X-Square Balanced Fund LLC Institutional Class

AUM$11M

TER2.39%

Holdings89

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 SQBIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SQBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SQBIX Mutual Fund Overlap Analysis

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

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

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