STBKX Mutual Fund
STBKX Mutual Fund
NAV$24.31
AUM$7M
TER1.86%
Holdings21
See how much of STBKX you already own
STBKX Mutual Fund
NAV$24.31
Ocean Park Tactical Bond Fund Class A
AUM$7M
TER1.86%
Holdings21
See how much of STBKX you already own
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.