SCSTX Mutual Fund
SCSTX Mutual Fund
NAV$8.95
AUM$40,094.88
TER1.60%
Holdings227
See how much of SCSTX you already own
SCSTX Mutual Fund
NAV$8.95
Sterling Capital Quality Income Fund Class C
AUM$40,094.88
TER1.60%
Holdings227
See how much of SCSTX you already own
SCSTX Mutual Fund Overlap Analysis
SCSTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, SCSTX may share significant positions with broad-market funds.
SCSTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCSTX tax-loss harvesting finds highly correlated but non-identical funds.