STRDX Mutual Fund
STRDX Mutual Fund
NAV$9.18
AUM$484M
TER0.35%
Holdings389
See how much of STRDX you already own
STRDX Mutual Fund
NAV$9.18
Sterling Capital Total Return Bond Fund Class R6
AUM$484M
TER0.35%
Holdings389
See how much of STRDX you already own
STRDX Mutual Fund Overlap Analysis
STRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 389 holdings, STRDX may share significant positions with broad-market funds.
STRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STRDX tax-loss harvesting finds highly correlated but non-identical funds.