SCUPX Mutual Fund Analysis & Holdings | MarketXLS

SCUPX Mutual Fund

NAV$12.87

AUM$43M

TER1.79%

Holdings33

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SCUPX Mutual Fund

NAV$12.87

Principal Strategic Asset Management Flexible Income Portfolio Class C

AUM$43M

TER1.79%

Holdings33

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

SCUPX Mutual Fund Overlap Analysis

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

SCUPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, SCUPX may share significant positions with broad-market funds.

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