STEZX Mutual Fund Analysis & Holdings | MarketXLS

STEZX Mutual Fund

NAV$19.16

AUM$823M

TER0.71%

Holdings256

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STEZX Mutual Fund

NAV$19.16

Bernstein International Strategic Equities Portfolio Class Z

AUM$823M

TER0.71%

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

STEZX Mutual Fund Overlap Analysis

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

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

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