STEYX Mutual Fund Analysis & Holdings | MarketXLS

STEYX Mutual Fund

NAV$19.12

AUM$9.8B

TER0.70%

Holdings256

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STEYX Mutual Fund

NAV$19.12

Bernstein International Strategic Equities Portfolio Advisor Class

AUM$9.8B

TER0.70%

Holdings256

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

STEYX Mutual Fund Overlap Analysis

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

STEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, STEYX may share significant positions with broad-market funds.

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