SCAAX Mutual Fund
SCAAX Mutual Fund
NAV$11.40
AUM$17,435.9
TER1.97%
Holdings9
See how much of SCAAX you already own
SCAAX Mutual Fund
NAV$11.40
Saratoga Conservative Balanced Allocation Portfolio Class A
AUM$17,435.9
TER1.97%
Holdings9
See how much of SCAAX you already own
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.