SUTAX Mutual Fund Analysis & Holdings | MarketXLS

SUTAX Mutual Fund

NAV$4.17

AUM$340,787.83

TER0.92%

Holdings39

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SUTAX Mutual Fund

NAV$4.17

AB Sustainable US Thematic Portfolio Class A

AUM$340,787.83

TER0.92%

Holdings39

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

SUTAX Mutual Fund Overlap Analysis

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

SUTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, SUTAX may share significant positions with broad-market funds.

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