SCTIX Mutual Fund Analysis & Holdings | MarketXLS

SCTIX Mutual Fund

NAV$10.19

AUM$45M

TER0.60%

Holdings276

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SCTIX Mutual Fund

NAV$10.19

Allspring California Limited-Term Tax-Free Fund Administrator Class

AUM$45M

TER0.60%

Holdings276

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

SCTIX Mutual Fund Overlap Analysis

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

SCTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 276 holdings, SCTIX may share significant positions with broad-market funds.

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