STMPX Mutual Fund
STMPX Mutual Fund
NAV$28.33
TER0.99%
Holdings653
STMPX Mutual Fund
NAV$28.33
SIMT Tax-Managed Small/Mid Cap Fund Class Y
TER0.99%
Holdings653
STMPX Mutual Fund Overlap Analysis
STMPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 653 holdings, STMPX may share significant positions with broad-market funds.
STMPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STMPX tax-loss harvesting finds highly correlated but non-identical funds.