SCWCX Mutual Fund
SCWCX Mutual Fund
NAV$67.35
AUM$49M
TER1.77%
Holdings857
SCWCX Mutual Fund
NAV$67.35
SMALLCAP World Fund Class C
AUM$49M
TER1.77%
Holdings857
SCWCX Mutual Fund Overlap Analysis
SCWCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCWCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 857 holdings, SCWCX may share significant positions with broad-market funds.
SCWCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCWCX tax-loss harvesting finds highly correlated but non-identical funds.