STRBX Mutual Fund

NAV$24.04

AUM$66M

TER0.78%

Holdings251

STRBX Mutual Fund

NAV$24.04

Sterling Capital Behavioral Small Cap Value Equity Fund Class R6

AUM$66M

TER0.78%

Holdings251

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Holdings Overlap Analysis

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

STRBX Mutual Fund Overlap Analysis

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

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

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