SEAKX Mutual Fund Analysis & Holdings | MarketXLS

SEAKX Mutual Fund

NAV$22.37

AUM$3M

TER0.96%

Holdings150

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SEAKX Mutual Fund

NAV$22.37

Steward Select Bond Fund Class A

AUM$3M

TER0.96%

Holdings150

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

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.