STBJX Mutual Fund
STBJX Mutual Fund
NAV$24.74
AUM$1.2B
TER1.61%
Holdings21
See how much of STBJX you already own
STBJX Mutual Fund
NAV$24.74
Ocean Park Tactical Bond Fund Institutional Class
AUM$1.2B
TER1.61%
Holdings21
See how much of STBJX you already own
STBJX Mutual Fund Overlap Analysis
STBJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, STBJX may share significant positions with broad-market funds.
STBJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STBJX tax-loss harvesting finds highly correlated but non-identical funds.