STRBX Mutual Fund
STRBX Mutual Fund
NAV$24.56
AUM$68M
TER0.78%
Holdings251
See how much of STRBX you already own
STRBX Mutual Fund
NAV$24.56
Sterling Capital Behavioral Small Cap Value Equity Fund Class R6
AUM$68M
TER0.78%
Holdings251
See how much of STRBX you already own
STRBX Mutual Fund Overlap Analysis
STRBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, STRBX may share significant positions with broad-market funds.
STRBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STRBX tax-loss harvesting finds highly correlated but non-identical funds.