SCBPX Mutual Fund Analysis & Holdings | MarketXLS

SCBPX Mutual Fund

NAV$17.41

AUM$91M

TER1.82%

Holdings36

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SCBPX Mutual Fund

NAV$17.41

Principal Strategic Asset Management Balanced Portfolio Class C

AUM$91M

TER1.82%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SCBPX Mutual Fund Overlap Analysis

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

SCBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, SCBPX may share significant positions with broad-market funds.

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