STMCX Mutual Fund

NAV$10.24

AUM$1M

TER1.20%

Holdings374

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STMCX Mutual Fund

NAV$10.24

JPMorgan Short-Intermediate Municipal Bond Fund Class C

AUM$1M

TER1.20%

Holdings374

See inside every fund you own

$99/yr 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 STMCX 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 STMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STMCX Mutual Fund Overlap Analysis

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

STMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 374 holdings, STMCX may share significant positions with broad-market funds.

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