SCCUX Mutual Fund
SCCUX Mutual Fund
NAV$12.61
AUM$5M
TER1.86%
Holdings367
SCCUX Mutual Fund
NAV$12.61
Invesco Income Advantage US Fund Class C Shares
AUM$5M
TER1.86%
Holdings367
SCCUX Mutual Fund Overlap Analysis
SCCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, SCCUX may share significant positions with broad-market funds.
SCCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCCUX tax-loss harvesting finds highly correlated but non-identical funds.