SFCIX Mutual Fund Analysis & Holdings | MarketXLS

SFCIX Mutual Fund

NAV$10.27

AUM$49M

TER0.80%

Holdings276

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SFCIX Mutual Fund

NAV$10.27

Allspring California Limited-Term Tax-Free Fund Class A

AUM$49M

TER0.80%

Holdings276

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

SFCIX Mutual Fund Overlap Analysis

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

SFCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 276 holdings, SFCIX may share significant positions with broad-market funds.

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