FSCWX Mutual Fund
FSCWX Mutual Fund
NAV$40.27
TER0.78%
Holdings82
See how much of FSCWX you already own
FSCWX Mutual Fund
NAV$40.27
Nuveen Small Cap Value Fund Class R6
TER0.78%
Holdings82
See how much of FSCWX you already own
FSCWX Mutual Fund Overlap Analysis
FSCWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, FSCWX may share significant positions with broad-market funds.
FSCWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCWX tax-loss harvesting finds highly correlated but non-identical funds.