STSCX Mutual Fund Analysis & Holdings | MarketXLS

STSCX Mutual Fund

NAV$45.30

AUM$177M

TER1.03%

Holdings47

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STSCX Mutual Fund

NAV$45.30

Sterling Capital Small Cap Value Fund Instl Class

AUM$177M

TER1.03%

Holdings47

See inside every fund you own

$45/quarter 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 STSCX 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 STSCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STSCX Mutual Fund Overlap Analysis

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

STSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, STSCX may share significant positions with broad-market funds.

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