STRSX Mutual Fund
STRSX Mutual Fund
NAV$29.87
AUM$22M
TER0.77%
Holdings36
See how much of STRSX you already own
STRSX Mutual Fund
NAV$29.87
Sterling Capital Special Opportunities Fund Class R6
AUM$22M
TER0.77%
Holdings36
See how much of STRSX you already own
STRSX Mutual Fund Overlap Analysis
STRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, STRSX may share significant positions with broad-market funds.
STRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STRSX tax-loss harvesting finds highly correlated but non-identical funds.