SEAKX Mutual Fund
SEAKX Mutual Fund
NAV$22.07
AUM$3M
TER0.96%
Holdings150
See how much of SEAKX you already own
SEAKX Mutual Fund
NAV$22.07
Steward Select Bond Fund Class A
AUM$3M
TER0.96%
Holdings150
See how much of SEAKX you already own
SEAKX Mutual Fund Overlap Analysis
SEAKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SEAKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, SEAKX may share significant positions with broad-market funds.
SEAKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SEAKX tax-loss harvesting finds highly correlated but non-identical funds.