STTIX Mutual Fund Analysis & Holdings | MarketXLS

STTIX Mutual Fund

NAV$8.94

AUM$23M

TER0.59%

Holdings274

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STTIX Mutual Fund

NAV$8.94

North Square Core Plus Bond Fund Class I

AUM$23M

TER0.59%

Holdings274

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

STTIX Mutual Fund Overlap Analysis

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

STTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 274 holdings, STTIX may share significant positions with broad-market funds.

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