STPAX Mutual Fund
STPAX Mutual Fund
NAV$22.19
AUM$16M
TER2.82%
Holdings26
See how much of STPAX you already own
STPAX Mutual Fund
NAV$22.19
Saratoga Technology & Communications Portfolio Class A
AUM$16M
TER2.82%
Holdings26
See how much of STPAX you already own
STPAX Mutual Fund Overlap Analysis
STPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, STPAX may share significant positions with broad-market funds.
STPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STPAX tax-loss harvesting finds highly correlated but non-identical funds.