SCSIX Mutual Fund
SCSIX Mutual Fund
NAV$43.96
AUM$9M
TER0.92%
Holdings47
See how much of SCSIX you already own
SCSIX Mutual Fund
NAV$43.96
Sterling Capital Small Cap Value Fund Class R6
AUM$9M
TER0.92%
Holdings47
See how much of SCSIX you already own
SCSIX Mutual Fund Overlap Analysis
SCSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, SCSIX may share significant positions with broad-market funds.
SCSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCSIX tax-loss harvesting finds highly correlated but non-identical funds.