SCUVX Mutual Fund

NAV$32.41

AUM$33M

TER1.27%

Holdings84

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SCUVX Mutual Fund

NAV$32.41

Hartford Schroders US Small Cap Opportunities Fund (Class A)

AUM$33M

TER1.27%

Holdings84

See inside every fund you own

$99/yr 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 SCUVX 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 SCUVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCUVX Mutual Fund Overlap Analysis

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

SCUVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 84 holdings, SCUVX may share significant positions with broad-market funds.

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