SJCIX Mutual Fund
SJCIX Mutual Fund
NAV$36.95
AUM$184M
TER0.75%
Holdings79
See how much of SJCIX you already own
SJCIX Mutual Fund
NAV$36.95
Steward Large Cap Core Fund Institutional Class
AUM$184M
TER0.75%
Holdings79
See how much of SJCIX you already own
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.