SCIPX Mutual Fund
SCIPX Mutual Fund
NAV$13.16
AUM$27M
TER1.82%
Holdings34
See how much of SCIPX you already own
SCIPX Mutual Fund
NAV$13.16
Principal Strategic Asset Management Conservative Balanced Portfolio Class C
AUM$27M
TER1.82%
Holdings34
See how much of SCIPX you already own
SCIPX Mutual Fund Overlap Analysis
SCIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, SCIPX may share significant positions with broad-market funds.
SCIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCIPX tax-loss harvesting finds highly correlated but non-identical funds.