SRTJX Mutual Fund Analysis & Holdings | MarketXLS

SRTJX Mutual Fund

NAV$27.16

AUM$157M

TER1.77%

Holdings64

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SRTJX Mutual Fund

NAV$27.16

Ocean Park Tactical Risk Spectrum 30 Fund Class Institutional

AUM$157M

TER1.77%

Holdings64

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

SRTJX Mutual Fund Overlap Analysis

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

SRTJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, SRTJX may share significant positions with broad-market funds.

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