SCBCX Mutual Fund

NAV$16.44

AUM$1M

TER1.70%

Holdings18

See how much of SCBCX you already own

Just $25 once·$99/mo·Download sample

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SCBCX Mutual Fund

NAV$16.44

Franklin Multi-Asset Conservative Growth Fund Class C

AUM$1M

TER1.70%

Holdings18

See how much of SCBCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SCBCX 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 SCBCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCBCX Mutual Fund Overlap Analysis

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

SCBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, SCBCX may share significant positions with broad-market funds.

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