STLAX Mutual Fund Analysis & Holdings | MarketXLS

STLAX Mutual Fund

NAV$10.49

AUM$36M

TER0.59%

Holdings49

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STLAX Mutual Fund

NAV$10.49

BlackRock LifePath Dynamic Retirement Fund Institutional Class

AUM$36M

TER0.59%

Holdings49

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

STLAX Mutual Fund Overlap Analysis

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

STLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, STLAX may share significant positions with broad-market funds.

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