SCSIX Mutual Fund
SCSIX Mutual Fund
NAV$45.61
AUM$9M
TER0.92%
Holdings47
SCSIX Mutual Fund
NAV$45.61
Sterling Capital Small Cap Value Fund Class R6
AUM$9M
TER0.92%
Holdings47
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.