SJCIX Mutual Fund

NAV$36.96

AUM$177M

TER0.75%

Holdings79

SJCIX Mutual Fund

NAV$36.96

Steward Large Cap Core Fund Institutional Class

AUM$177M

TER0.75%

Holdings79

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Holdings Overlap Analysis

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

SJCIX Mutual Fund Overlap Analysis

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

SJCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, SJCIX may share significant positions with broad-market funds.

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