SPSDX Mutual Fund

NAV$21.93

AUM$99,677.49

TER1.84%

Holdings251

SPSDX Mutual Fund

NAV$21.93

Sterling Capital Behavioral Small Cap Value Equity Fund Class C

AUM$99,677.49

TER1.84%

Holdings251

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Holdings Overlap Analysis

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

SPSDX Mutual Fund Overlap Analysis

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

SPSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, SPSDX may share significant positions with broad-market funds.

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