SCPWX Mutual Fund

NAV$29.85

AUM$505M

TER0.40%

Holdings298

See how much of SCPWX you already own

Just $25 once·$99/mo·Download sample

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SCPWX Mutual Fund

NAV$29.85

Carillon Reams Core Plus Bond Fund Class R-6

AUM$505M

TER0.40%

Holdings298

See how much of SCPWX 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 SCPWX 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 SCPWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCPWX Mutual Fund Overlap Analysis

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

SCPWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 298 holdings, SCPWX may share significant positions with broad-market funds.

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