SRTNX Mutual Fund Analysis & Holdings | MarketXLS

SRTNX Mutual Fund

NAV$27.07

AUM$203,357.14

TER2.17%

Holdings64

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SRTNX Mutual Fund

NAV$27.07

Ocean Park Tactical Risk Spectrum 30 Fund Class Investor

AUM$203,357.14

TER2.17%

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

SRTNX Mutual Fund Overlap Analysis

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

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

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