STMPX Mutual Fund
STMPX Mutual Fund
NAV$27.75
TER0.99%
Holdings653
See how much of STMPX you already own
STMPX Mutual Fund
NAV$27.75
SIMT Tax-Managed Small/Mid Cap Fund Class Y
TER0.99%
Holdings653
See how much of STMPX you already own
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.