STRLX Mutual Fund
STRLX Mutual Fund
NAV$63.79
AUM$17M
TER1.17%
Holdings48
See how much of STRLX you already own
STRLX Mutual Fund
NAV$63.79
Sterling Capital Mid Cap Relative Value Fund Class A
AUM$17M
TER1.17%
Holdings48
See how much of STRLX you already own
STRLX Mutual Fund Overlap Analysis
STRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, STRLX may share significant positions with broad-market funds.
STRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STRLX tax-loss harvesting finds highly correlated but non-identical funds.