SFTEX Mutual Fund Analysis & Holdings | MarketXLS

SFTEX Mutual Fund

NAV$10.04

AUM$47M

TER0.24%

Holdings1,231

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SFTEX Mutual Fund

NAV$10.04

American Funds Short-Term Tax-Exempt Bond Fund Class F-3

AUM$47M

TER0.24%

Holdings1,231

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

SFTEX Mutual Fund Overlap Analysis

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

SFTEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1231 holdings, SFTEX may share significant positions with broad-market funds.

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