SCPZX Mutual Fund

NAV$29.64

AUM$1.6B

TER0.50%

Holdings298

See how much of SCPZX you already own

Just $25 once·$69/mo·Download sample

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SCPZX Mutual Fund

NAV$29.64

Carillon Reams Core Plus Bond Fund Class I

AUM$1.6B

TER0.50%

Holdings298

See how much of SCPZX you already own

Just $25 once·$69/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 SCPZX 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 SCPZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCPZX Mutual Fund Overlap Analysis

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

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

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