SCETX Mutual Fund
SCETX Mutual Fund
NAV$9.17
AUM$31M
TER0.82%
Holdings70
See how much of SCETX you already own
SCETX Mutual Fund
NAV$9.17
Virtus Ceredex Small-Cap Value Equity Fund I
AUM$31M
TER0.82%
Holdings70
See how much of SCETX you already own
SCETX Mutual Fund Overlap Analysis
SCETX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCETX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, SCETX may share significant positions with broad-market funds.
SCETX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCETX tax-loss harvesting finds highly correlated but non-identical funds.