STLFX Mutual Fund Analysis & Holdings | MarketXLS

STLFX Mutual Fund

NAV$29.11

AUM$26M

TER0.59%

Holdings31

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STLFX Mutual Fund

NAV$29.11

BlackRock LifePath Dynamic 2050 Fund Institutional Class

AUM$26M

TER0.59%

Holdings31

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

STLFX Mutual Fund Overlap Analysis

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

STLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, STLFX may share significant positions with broad-market funds.

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