STLDX Mutual Fund

NAV$15.55

AUM$50M

TER0.59%

Holdings39

STLDX Mutual Fund

NAV$15.55

BlackRock LifePath Dynamic 2030 Fund Institutional Class

AUM$50M

TER0.59%

Holdings39

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Holdings Overlap Analysis

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

STLDX Mutual Fund Overlap Analysis

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

STLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, STLDX may share significant positions with broad-market funds.

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