STEJX Mutual Fund

NAV$33.42

AUM$17M

TER1.24%

Holdings19

STEJX Mutual Fund

NAV$33.42

Ocean Park Tactical Core Growth Fund Institutional Class

AUM$17M

TER1.24%

Holdings19

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Holdings Overlap Analysis

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

STEJX Mutual Fund Overlap Analysis

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

STEJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, STEJX may share significant positions with broad-market funds.

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