SCACX Mutual Fund
SCACX Mutual Fund
NAV$13.96
AUM$2M
TER1.38%
Holdings90
SCACX Mutual Fund
NAV$13.96
Western Asset California Municipals Fund Class C
AUM$2M
TER1.38%
Holdings90
SCACX Mutual Fund Overlap Analysis
SCACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, SCACX may share significant positions with broad-market funds.
SCACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCACX tax-loss harvesting finds highly correlated but non-identical funds.