SCSSX Mutual Fund

NAV$8.95

AUM$70,090.25

TER0.85%

Holdings227

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Just $25 once·$69/mo·Download sample

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SCSSX Mutual Fund

NAV$8.95

Sterling Capital Quality Income Fund Class A

AUM$70,090.25

TER0.85%

Holdings227

See how much of SCSSX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SCSSX Mutual Fund Overlap Analysis

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

SCSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, SCSSX may share significant positions with broad-market funds.

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