SCATX Mutual Fund

SCATX Mutual Fund

NAV$64.12
See how much of SCATX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Holdings Overlap Analysis

Compare SCATX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

🔍

Discover Portfolio Overlap

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

SCATX Mutual Fund Overlap Analysis

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

SCATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, SCATX may share significant positions with broad-market funds.

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