STMYX Mutual Fund
STMYX Mutual Fund
NAV$23.54
AUM$101,702.02
TER1.50%
Holdings12
See how much of STMYX you already own
STMYX Mutual Fund
NAV$23.54
Ocean Park Tactical Municipal Fund Special Class
AUM$101,702.02
TER1.50%
Holdings12
See how much of STMYX you already own
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.