STMGX Mutual Fund Analysis & Holdings | MarketXLS

STMGX Mutual Fund

NAV$29.56

AUM$29M

TER1.15%

Holdings91

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STMGX Mutual Fund

NAV$29.56

American Beacon Stephens Mid Cap Growth Fund Investor Class

AUM$29M

TER1.15%

Holdings91

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

STMGX Mutual Fund Overlap Analysis

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

STMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, STMGX may share significant positions with broad-market funds.

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