SNCAX Mutual Fund Analysis & Holdings | MarketXLS

SNCAX Mutual Fund

NAV$13.95

AUM$903M

TER0.57%

Holdings389

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

SNCAX Mutual Fund

NAV$13.95

AB Intermediate California Municipal Portfolio California Municipal Class

AUM$903M

TER0.57%

Holdings389

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

SNCAX Mutual Fund Overlap Analysis

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

SNCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 389 holdings, SNCAX may share significant positions with broad-market funds.

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