SCRLX Mutual Fund
SCRLX Mutual Fund
NAV$91.75
AUM$184M
TER0.70%
Holdings45
SCRLX Mutual Fund
NAV$91.75
Touchstone Large Cap Focused Fund Class Institutional
AUM$184M
TER0.70%
Holdings45
SCRLX Mutual Fund Overlap Analysis
SCRLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCRLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, SCRLX may share significant positions with broad-market funds.
SCRLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCRLX tax-loss harvesting finds highly correlated but non-identical funds.