STBKX Mutual Fund Analysis & Holdings | MarketXLS

STBKX Mutual Fund

NAV$24.61

AUM$7M

TER1.86%

Holdings21

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STBKX Mutual Fund

NAV$24.61

Ocean Park Tactical Bond Fund Class A

AUM$7M

TER1.86%

Holdings21

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

STBKX Mutual Fund Overlap Analysis

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

STBKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, STBKX may share significant positions with broad-market funds.

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