SCHLX Mutual Fund Analysis & Holdings | MarketXLS

SCHLX Mutual Fund

NAV$44.73

AUM$187M

TER1.05%

Holdings64

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SCHLX Mutual Fund

NAV$44.73

DWS Health and Wellness Fund Class S

AUM$187M

TER1.05%

Holdings64

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

SCHLX Mutual Fund Overlap Analysis

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

SCHLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, SCHLX may share significant positions with broad-market funds.

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