STRGX Mutual Fund

NAV$68.25

AUM$37M

TER0.92%

Holdings48

See how much of STRGX you already own

Just $25 once·$69/mo·Download sample

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STRGX Mutual Fund

NAV$68.25

Sterling Capital Mid Cap Relative Value Fund Instl Class

AUM$37M

TER0.92%

Holdings48

See how much of STRGX you already own

Just $25 once·$69/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 STRGX 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 STRGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STRGX Mutual Fund Overlap Analysis

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

STRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, STRGX may share significant positions with broad-market funds.

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