STTBX Mutual Fund

NAV$10.78

AUM$149M

TER0.50%

Holdings77

See how much of STTBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

STTBX Mutual Fund

NAV$10.78

Virtus Newfleet Intermediate Municipal Bond Fund Class I

AUM$149M

TER0.50%

Holdings77

See how much of STTBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare STTBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings STTBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

STTBX Mutual Fund Overlap Analysis

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

STTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, STTBX may share significant positions with broad-market funds.

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