SCRUX Mutual Fund Analysis & Holdings | MarketXLS

SCRUX Mutual Fund

NAV$12.79

AUM$347,987.34

TER1.36%

Holdings367

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SCRUX Mutual Fund

NAV$12.79

Invesco Income Advantage US Fund Class R Shares

AUM$347,987.34

TER1.36%

Holdings367

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SCRUX 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 SCRUX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCRUX Mutual Fund Overlap Analysis

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

SCRUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, SCRUX may share significant positions with broad-market funds.

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