SCOXX Mutual Fund
SCOXX Mutual Fund
NAV$1.00
AUM$35.3B
TER0.19%
Holdings92
See how much of SCOXX you already own
SCOXX Mutual Fund
NAV$1.00
Schwab Treasury Obligations Money Fund Class Ultra Shares
AUM$35.3B
TER0.19%
Holdings92
See how much of SCOXX you already own
SCOXX Mutual Fund Overlap Analysis
SCOXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCOXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 92 holdings, SCOXX may share significant positions with broad-market funds.
SCOXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCOXX tax-loss harvesting finds highly correlated but non-identical funds.