FSCFX Mutual Fund
FSCFX Mutual Fund
NAV$14.59
AUM$8.1B
TER0.38%
Holdings1,220
FSCFX Mutual Fund
NAV$14.59
Strategic Advisers Small-Mid Cap Fund
AUM$8.1B
TER0.38%
Holdings1,220
FSCFX Mutual Fund Overlap Analysis
FSCFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1220 holdings, FSCFX may share significant positions with broad-market funds.
FSCFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCFX tax-loss harvesting finds highly correlated but non-identical funds.