SNTDX Mutual Fund
SNTDX Mutual Fund
NAV$19.43
AUM$1,069.01
TER1.77%
Holdings103
SNTDX Mutual Fund
NAV$19.43
Steward Values Enhanced International Fund Class C
AUM$1,069.01
TER1.77%
Holdings103
SNTDX Mutual Fund Overlap Analysis
SNTDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SNTDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SNTDX may share significant positions with broad-market funds.
SNTDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SNTDX tax-loss harvesting finds highly correlated but non-identical funds.