SAMCX Mutual Fund

NAV$12.55

AUM$228,699.13

TER3.16%

Holdings11

SAMCX Mutual Fund

NAV$12.55

Saratoga Moderately Aggressive Balanced Allocation Portfolio Class C

AUM$228,699.13

TER3.16%

Holdings11

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare SAMCX 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 SAMCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SAMCX Mutual Fund Overlap Analysis

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

SAMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SAMCX may share significant positions with broad-market funds.

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