SCMSX Mutual Fund

NAV$15.04

AUM$238.34

TER1.60%

Holdings16

See how much of SCMSX you already own

Just $25 once·$99/mo·Download sample

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SCMSX Mutual Fund

NAV$15.04

SEI Asset Allocation Trust - Core Market Strategy Fund Class I

AUM$238.34

TER1.60%

Holdings16

See how much of SCMSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SCMSX Mutual Fund Overlap Analysis

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

SCMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, SCMSX may share significant positions with broad-market funds.

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