STMMX Mutual Fund
STMMX Mutual Fund
NAV$38.16
AUM$486,439.06
TER1.14%
Holdings30
See how much of STMMX you already own
STMMX Mutual Fund
NAV$38.16
Sterling Capital Real Estate Fund Class A
AUM$486,439.06
TER1.14%
Holdings30
See how much of STMMX you already own
STMMX Mutual Fund Overlap Analysis
STMMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STMMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, STMMX may share significant positions with broad-market funds.
STMMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STMMX tax-loss harvesting finds highly correlated but non-identical funds.