SCTXX Mutual Fund
SCTXX Mutual Fund
NAV$1.00
AUM$2.9B
TER0.19%
Holdings750
See how much of SCTXX you already own
SCTXX Mutual Fund
NAV$1.00
Schwab AMT Tax-Free Money Fund Class Ultra Shares
AUM$2.9B
TER0.19%
Holdings750
See how much of SCTXX you already own
SCTXX Mutual Fund Overlap Analysis
SCTXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCTXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 750 holdings, SCTXX may share significant positions with broad-market funds.
SCTXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCTXX tax-loss harvesting finds highly correlated but non-identical funds.