SCDGX Mutual Fund Analysis & Holdings | MarketXLS

SCDGX Mutual Fund

NAV$41.17

AUM$4.1B

TER0.55%

Holdings97

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SCDGX Mutual Fund

NAV$41.17

DWS Core Equity Fund Class S

AUM$4.1B

TER0.55%

Holdings97

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

SCDGX Mutual Fund Overlap Analysis

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

SCDGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 97 holdings, SCDGX may share significant positions with broad-market funds.

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