SCMTX Mutual Fund Analysis & Holdings | MarketXLS

SCMTX Mutual Fund

NAV$10.92

AUM$131M

TER0.38%

Holdings321

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SCMTX Mutual Fund

NAV$10.92

DWS Intermediate Tax-Free Fund Class S

AUM$131M

TER0.38%

Holdings321

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

SCMTX Mutual Fund Overlap Analysis

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

SCMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, SCMTX may share significant positions with broad-market funds.

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