SCJAX Mutual Fund Analysis & Holdings | MarketXLS

SCJAX Mutual Fund

NAV$8.21

AUM$8M

TER1.25%

Holdings183

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SCJAX Mutual Fund

NAV$8.21

Steward Covered Call Income Fund Class A

AUM$8M

TER1.25%

Holdings183

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

SCJAX Mutual Fund Overlap Analysis

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

SCJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, SCJAX may share significant positions with broad-market funds.

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