SUBFX Mutual Fund

NAV$12.54

AUM$2.0B

TER0.60%

Holdings275

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SUBFX Mutual Fund

NAV$12.54

Carillon Reams Unconstrained Bond Fund Class I

AUM$2.0B

TER0.60%

Holdings275

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

SUBFX Mutual Fund Overlap Analysis

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

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

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