SNTCX Mutual Fund
NAV$29.74
AUM$282M
TER0.77%
Holdings103
SNTCX Mutual Fund
NAV$29.74
Steward Values Enhanced International Fund Institutional Class
AUM$282M
TER0.77%
Holdings103

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SNTCX Mutual Fund Overlap Analysis
SNTCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SNTCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SNTCX may share significant positions with broad-market funds.
SNTCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SNTCX tax-loss harvesting finds highly correlated but non-identical funds.