SCSPX Mutual Fund
SCSPX Mutual Fund
NAV$8.70
AUM$94M
TER0.60%
Holdings203
See how much of SCSPX you already own
SCSPX Mutual Fund
NAV$8.70
Sterling Capital Quality Income Fund Institutional Class
AUM$94M
TER0.60%
Holdings203
See how much of SCSPX you already own
SCSPX Mutual Fund Overlap Analysis
SCSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 203 holdings, SCSPX may share significant positions with broad-market funds.
SCSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCSPX tax-loss harvesting finds highly correlated but non-identical funds.