SCBIX Mutual Fund
SCBIX Mutual Fund
NAV$8.42
AUM$4M
TER0.40%
Holdings192
See how much of SCBIX you already own
SCBIX Mutual Fund
NAV$8.42
Schroder Core Bond Fund Class Y
AUM$4M
TER0.40%
Holdings192
See how much of SCBIX you already own
SCBIX Mutual Fund Overlap Analysis
SCBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 192 holdings, SCBIX may share significant positions with broad-market funds.
SCBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCBIX tax-loss harvesting finds highly correlated but non-identical funds.