SUBDX Mutual Fund

NAV$12.51

AUM$44M

TER0.90%

Holdings275

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Just $25 once·$99/mo·Download sample

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SUBDX Mutual Fund

NAV$12.51

Carillon Reams Unconstrained Bond Fund Class A

AUM$44M

TER0.90%

Holdings275

See how much of SUBDX you already own

Just $25 once·$99/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 SUBDX 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 SUBDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SUBDX Mutual Fund Overlap Analysis

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

SUBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 275 holdings, SUBDX may share significant positions with broad-market funds.

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