SFRCX Mutual Fund

NAV$7.61

AUM$4M

TER1.53%

Holdings273

SFRCX Mutual Fund

NAV$7.61

Virtus Seix Floating Rate High Income Fund C

AUM$4M

TER1.53%

Holdings273

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Holdings Overlap Analysis

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

SFRCX Mutual Fund Overlap Analysis

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

SFRCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 273 holdings, SFRCX may share significant positions with broad-market funds.

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