SCCNX Mutual Fund
SCCNX Mutual Fund
NAV$6.53
AUM$2,748.76
TER1.45%
Holdings365
SCCNX Mutual Fund
NAV$6.53
Sterling Capital Long Duration Corporate Bond Fund Class C
AUM$2,748.76
TER1.45%
Holdings365
SCCNX Mutual Fund Overlap Analysis
SCCNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCCNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 365 holdings, SCCNX may share significant positions with broad-market funds.
SCCNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCCNX tax-loss harvesting finds highly correlated but non-identical funds.