SEPCX Mutual Fund

NAV$9.62

AUM$189.21

TER4.85%

Holdings45

SEPCX Mutual Fund

NAV$9.62

Saratoga Energy & Basic Materials Portfolio Class C

AUM$189.21

TER4.85%

Holdings45

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Holdings Overlap Analysis

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

SEPCX Mutual Fund Overlap Analysis

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

SEPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, SEPCX may share significant positions with broad-market funds.

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