SCMCX Mutual Fund
SCMCX Mutual Fund
NAV$62.60
AUM$271,842.05
TER0.81%
Holdings47
See how much of SCMCX you already own
SCMCX Mutual Fund
NAV$62.60
Sterling Capital Mid Cap Relative Value Fund Class R6
AUM$271,842.05
TER0.81%
Holdings47
See how much of SCMCX you already own
SCMCX Mutual Fund Overlap Analysis
SCMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, SCMCX may share significant positions with broad-market funds.
SCMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCMCX tax-loss harvesting finds highly correlated but non-identical funds.