STBDX Mutual Fund
STBDX Mutual Fund
NAV$24.42
AUM$15M
TER2.61%
Holdings21
See how much of STBDX you already own
STBDX Mutual Fund
NAV$24.42
Ocean Park Tactical Bond Fund Class C
AUM$15M
TER2.61%
Holdings21
See how much of STBDX you already own
STBDX Mutual Fund Overlap Analysis
STBDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, STBDX may share significant positions with broad-market funds.
STBDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STBDX tax-loss harvesting finds highly correlated but non-identical funds.