BASCX Mutual Fund

NAV$10.43

AUM$3M

TER0.91%

Holdings38

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

BASCX Mutual Fund

NAV$10.43

Sterling Capital South Carolina Intermediate Tax-Free Fund Class A

AUM$3M

TER0.91%

Holdings38

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BASCX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BASCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BASCX Mutual Fund Overlap Analysis

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

BASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, BASCX may share significant positions with broad-market funds.

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