STSRX Mutual Fund
NAV$17.12
AUM$95,455.8
TER0.96%
Holdings107
STSRX Mutual Fund
NAV$17.12
American Beacon Stephens Small Cap Growth Fund
AUM$95,455.8
TER0.96%
Holdings107

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STSRX Mutual Fund Overlap Analysis
STSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, STSRX may share significant positions with broad-market funds.
STSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STSRX tax-loss harvesting finds highly correlated but non-identical funds.