STRLX Mutual Fund Analysis & Holdings | MarketXLS

STRLX Mutual Fund

NAV$66.48

AUM$18M

TER1.17%

Holdings48

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STRLX Mutual Fund

NAV$66.48

Sterling Capital Mid Cap Relative Value Fund Class A

AUM$18M

TER1.17%

Holdings48

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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.