STAXX Mutual Fund Analysis & Holdings | MarketXLS

STAXX Mutual Fund

TER0.14%

Holdings1

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STAXX Mutual Fund

UBS Select 100% US Treasury Preferred Fund Class P

TER0.14%

Holdings1

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

STAXX Mutual Fund Overlap Analysis

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

STAXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, STAXX may share significant positions with broad-market funds.

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