STISX Mutual Fund

NAV$8.30

AUM$349M

TER0.64%

Holdings273

STISX Mutual Fund

NAV$8.30

Federated Hermes Strategic Income Fund Institutional Class

AUM$349M

TER0.64%

Holdings273

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Holdings Overlap Analysis

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

STISX Mutual Fund Overlap Analysis

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

STISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, STISX may share significant positions with broad-market funds.

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