SCGRX Mutual Fund

NAV$18.00

AUM$550M

TER1.00%

Holdings18

See how much of SCGRX you already own

Just $25 once·$99/mo·Download sample

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SCGRX Mutual Fund

NAV$18.00

Franklin Multi-Asset Moderate Growth Fund Class A

AUM$550M

TER1.00%

Holdings18

See how much of SCGRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SCGRX Mutual Fund Overlap Analysis

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

SCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, SCGRX may share significant positions with broad-market funds.

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