SCCMX Mutual Fund Analysis & Holdings | MarketXLS

SCCMX Mutual Fund

NAV$6.54

AUM$253,399.1

TER0.70%

Holdings365

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SCCMX Mutual Fund

NAV$6.54

Sterling Capital Long Duration Corporate Bond Fund Class A

AUM$253,399.1

TER0.70%

Holdings365

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

SCCMX Mutual Fund Overlap Analysis

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

SCCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 365 holdings, SCCMX may share significant positions with broad-market funds.

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