SPSAX Mutual Fund Analysis & Holdings | MarketXLS

SPSAX Mutual Fund

NAV$23.88

AUM$7M

TER1.09%

Holdings251

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SPSAX Mutual Fund

NAV$23.88

Sterling Capital Behavioral Small Cap Value Equity Fund Class A

AUM$7M

TER1.09%

Holdings251

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

SPSAX Mutual Fund Overlap Analysis

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

SPSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, SPSAX may share significant positions with broad-market funds.

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