STBNX Mutual Fund
STBNX Mutual Fund
NAV$24.55
AUM$10M
TER2.01%
Holdings21
STBNX Mutual Fund
NAV$24.55
Ocean Park Tactical Bond Fund Investor Class
AUM$10M
TER2.01%
Holdings21
STBNX Mutual Fund Overlap Analysis
STBNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STBNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, STBNX may share significant positions with broad-market funds.
STBNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STBNX tax-loss harvesting finds highly correlated but non-identical funds.