FSCAX Mutual Fund
FSCAX Mutual Fund
NAV$37.63
AUM$125M
TER1.20%
Holdings82
See how much of FSCAX you already own
FSCAX Mutual Fund
NAV$37.63
Nuveen Small Cap Value Fund Class A
AUM$125M
TER1.20%
Holdings82
See how much of FSCAX you already own
FSCAX Mutual Fund Overlap Analysis
FSCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, FSCAX may share significant positions with broad-market funds.
FSCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCAX tax-loss harvesting finds highly correlated but non-identical funds.