SFCNX Mutual Fund Analysis & Holdings | MarketXLS

SFCNX Mutual Fund

NAV$10.11

AUM$273M

TER0.50%

Holdings276

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SFCNX Mutual Fund

NAV$10.11

Allspring California Limited-Term Tax-Free Fund Institutional Class

AUM$273M

TER0.50%

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 SFCNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SFCNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SFCNX Mutual Fund Overlap Analysis

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

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

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