STBIX Mutual Fund

NAV$573.86

AUM$23M

TER0.27%

Holdings507

See how much of STBIX you already own

Just $25 once·$99/mo·Download sample

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STBIX Mutual Fund

NAV$573.86

State Street Equity 500 Index Fund Service Class

AUM$23M

TER0.27%

Holdings507

See how much of STBIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

STBIX Mutual Fund Overlap Analysis

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

STBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, STBIX may share significant positions with broad-market funds.

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