SCFTX Mutual Fund
SCFTX Mutual Fund
NAV$11.02
AUM$10M
TER0.58%
Holdings38
SCFTX Mutual Fund
NAV$11.02
Virtus Seix High Grade Municipal Bond Fund I
AUM$10M
TER0.58%
Holdings38
SCFTX Mutual Fund Overlap Analysis
SCFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, SCFTX may share significant positions with broad-market funds.
SCFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCFTX tax-loss harvesting finds highly correlated but non-identical funds.