SCAUX Mutual Fund
SCAUX Mutual Fund
NAV$12.71
AUM$163M
TER1.11%
Holdings367
See how much of SCAUX you already own
SCAUX Mutual Fund
NAV$12.71
Invesco Income Advantage US Fund A Shares
AUM$163M
TER1.11%
Holdings367
See how much of SCAUX you already own
SCAUX Mutual Fund Overlap Analysis
SCAUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, SCAUX may share significant positions with broad-market funds.
SCAUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCAUX tax-loss harvesting finds highly correlated but non-identical funds.