SCUIX Mutual Fund
SCUIX Mutual Fund
NAV$35.95
AUM$107M
TER1.10%
Holdings84
See how much of SCUIX you already own
SCUIX Mutual Fund
NAV$35.95
Hartford Schroders US Small Cap Opportunities Fund Class I
AUM$107M
TER1.10%
Holdings84
See how much of SCUIX you already own
SCUIX Mutual Fund Overlap Analysis
SCUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, SCUIX may share significant positions with broad-market funds.
SCUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCUIX tax-loss harvesting finds highly correlated but non-identical funds.