STMNX Mutual Fund
STMNX Mutual Fund
NAV$23.51
AUM$315,664.17
TER1.95%
Holdings12
See how much of STMNX you already own
STMNX Mutual Fund
NAV$23.51
Ocean Park Tactical Municipal Fund Investor Class
AUM$315,664.17
TER1.95%
Holdings12
See how much of STMNX you already own
STMNX Mutual Fund Overlap Analysis
STMNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, STMNX may share significant positions with broad-market funds.
STMNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STMNX tax-loss harvesting finds highly correlated but non-identical funds.