SCAAX Mutual Fund Analysis & Holdings | MarketXLS

SCAAX Mutual Fund

NAV$11.69

AUM$17,183.48

TER1.97%

Holdings9

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SCAAX Mutual Fund

NAV$11.69

Saratoga Conservative Balanced Allocation Portfolio Class A

AUM$17,183.48

TER1.97%

Holdings9

See inside every fund you own

$45/quarter 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 SCAAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

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

SCAAX Mutual Fund Overlap Analysis

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

SCAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SCAAX may share significant positions with broad-market funds.

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