STIFX Mutual Fund
STIFX Mutual Fund
NAV$7.52
AUM$152,993
TER1.65%
Holdings57
STIFX Mutual Fund
NAV$7.52
Virtus Seix Corporate Bond Fund C
AUM$152,993
TER1.65%
Holdings57
STIFX Mutual Fund Overlap Analysis
STIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, STIFX may share significant positions with broad-market funds.
STIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STIFX tax-loss harvesting finds highly correlated but non-identical funds.