SCMAX Mutual Fund

NAV$13.06

AUM$142M

TER0.62%

Holdings114

SCMAX Mutual Fund

NAV$13.06

DWS Massachusetts Tax Free Fund Class S

AUM$142M

TER0.62%

Holdings114

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Holdings Overlap Analysis

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

SCMAX Mutual Fund Overlap Analysis

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

SCMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, SCMAX may share significant positions with broad-market funds.

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