STMYX Mutual Fund Analysis & Holdings | MarketXLS

STMYX Mutual Fund

NAV$24.22

AUM$102,561.31

TER1.50%

Holdings12

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STMYX Mutual Fund

NAV$24.22

Ocean Park Tactical Municipal Fund Special Class

AUM$102,561.31

TER1.50%

Holdings12

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

STMYX Mutual Fund Overlap Analysis

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

STMYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, STMYX may share significant positions with broad-market funds.

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