SCSMX Mutual Fund
SCSMX Mutual Fund
NAV$20.05
AUM$1M
TER2.00%
Holdings96
See how much of SCSMX you already own
SCSMX Mutual Fund
NAV$20.05
ClearBridge Small Cap Growth Fund Class C
AUM$1M
TER2.00%
Holdings96
See how much of SCSMX you already own
SCSMX Mutual Fund Overlap Analysis
SCSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, SCSMX may share significant positions with broad-market funds.
SCSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCSMX tax-loss harvesting finds highly correlated but non-identical funds.