STENX Mutual Fund

NAV$33.22

AUM$83,737.56

TER1.64%

Holdings19

STENX Mutual Fund

NAV$33.22

Ocean Park Tactical Core Growth Fund Investor Class

AUM$83,737.56

TER1.64%

Holdings19

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Holdings Overlap Analysis

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

STENX Mutual Fund Overlap Analysis

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

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

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