STRAX Mutual Fund

NAV$44.84

AUM$13M

TER0.69%

Holdings111

STRAX Mutual Fund

NAV$44.84

Sterling Capital Behavioral Large Cap Value Equity Fund Class R6

AUM$13M

TER0.69%

Holdings111

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Holdings Overlap Analysis

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

STRAX Mutual Fund Overlap Analysis

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

STRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, STRAX may share significant positions with broad-market funds.

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