SEEKX Mutual Fund
SEEKX Mutual Fund
NAV$43.52
AUM$19M
TER0.86%
Holdings406
See how much of SEEKX you already own
SEEKX Mutual Fund
NAV$43.52
Steward Values Enhanced Large Cap Fund Class A
AUM$19M
TER0.86%
Holdings406
See how much of SEEKX you already own
SEEKX Mutual Fund Overlap Analysis
SEEKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SEEKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 406 holdings, SEEKX may share significant positions with broad-market funds.
SEEKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SEEKX tax-loss harvesting finds highly correlated but non-identical funds.