SCURX Mutual Fund
SCURX Mutual Fund
NAV$35.45
AUM$12M
TER0.95%
Holdings84
SCURX Mutual Fund
NAV$35.45
Hartford Schroders US Small Cap Opportunities Fund (Class SDR)
AUM$12M
TER0.95%
Holdings84
SCURX Mutual Fund Overlap Analysis
SCURX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, SCURX may share significant positions with broad-market funds.
SCURX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCURX tax-loss harvesting finds highly correlated but non-identical funds.