SCIPX Mutual Fund

NAV$13.15

AUM$26M

TER1.82%

Holdings34

SCIPX Mutual Fund

NAV$13.15

Principal Strategic Asset Management Conservative Balanced Portfolio Class C

AUM$26M

TER1.82%

Holdings34

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare SCIPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SCIPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.