SCRSX Mutual Fund
SCRSX Mutual Fund
NAV$14.43
AUM$9M
TER1.13%
Holdings256
See how much of SCRSX you already own
SCRSX Mutual Fund
NAV$14.43
Bernstein Small Cap Core Portfolio - SCB
AUM$9M
TER1.13%
Holdings256
See how much of SCRSX you already own
SCRSX Mutual Fund Overlap Analysis
SCRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, SCRSX may share significant positions with broad-market funds.
SCRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCRSX tax-loss harvesting finds highly correlated but non-identical funds.