STFAX Mutual Fund
STFAX Mutual Fund
NAV$574.86
AUM$164M
TER0.17%
Holdings507
See how much of STFAX you already own
STFAX Mutual Fund
NAV$574.86
State Street Equity 500 Index Fund Admin Class
AUM$164M
TER0.17%
Holdings507
See how much of STFAX you already own
STFAX Mutual Fund Overlap Analysis
STFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, STFAX may share significant positions with broad-market funds.
STFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STFAX tax-loss harvesting finds highly correlated but non-identical funds.