STAYX Mutual Fund
STAYX Mutual Fund
NAV$8.92
AUM$206M
TER0.83%
Holdings440
See how much of STAYX you already own
STAYX Mutual Fund
NAV$8.92
STET Tax-Advantaged Income Fund Class Y
AUM$206M
TER0.83%
Holdings440
See how much of STAYX you already own
STAYX Mutual Fund Overlap Analysis
STAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 440 holdings, STAYX may share significant positions with broad-market funds.
STAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STAYX tax-loss harvesting finds highly correlated but non-identical funds.