STFSX Mutual Fund
NAV$8.30
AUM$20M
TER0.96%
Holdings273
STFSX Mutual Fund
NAV$8.30
Federated Hermes Strategic Income Fund Class F
AUM$20M
TER0.96%
Holdings273
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STFSX Mutual Fund Overlap Analysis
STFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, STFSX may share significant positions with broad-market funds.
STFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STFSX tax-loss harvesting finds highly correlated but non-identical funds.