STSNX Mutual Fund Analysis & Holdings | MarketXLS

STSNX Mutual Fund

NAV$44.06

AUM$3M

TER1.28%

Holdings47

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STSNX Mutual Fund

NAV$44.06

Sterling Capital Small Cap Value Fund Class A

AUM$3M

TER1.28%

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

STSNX Mutual Fund Overlap Analysis

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

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

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