SCJCX Mutual Fund
SCJCX Mutual Fund
NAV$7.99
AUM$2M
TER2.00%
Holdings183
SCJCX Mutual Fund
NAV$7.99
Steward Covered Call Income Fund Class C
AUM$2M
TER2.00%
Holdings183
SCJCX Mutual Fund Overlap Analysis
SCJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, SCJCX may share significant positions with broad-market funds.
SCJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCJCX tax-loss harvesting finds highly correlated but non-identical funds.