STRFX Mutual Fund

NAV$6.54

AUM$56M

TER0.38%

Holdings365

See how much of STRFX you already own

Just $25 once·$99/mo·Download sample

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STRFX Mutual Fund

NAV$6.54

Sterling Capital Long Duration Corporate Bond Fund Class R6

AUM$56M

TER0.38%

Holdings365

See how much of STRFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

STRFX Mutual Fund Overlap Analysis

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

STRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 365 holdings, STRFX may share significant positions with broad-market funds.

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