SPSCX Mutual Fund

NAV$24.33

AUM$7M

TER0.84%

Holdings251

SPSCX Mutual Fund

NAV$24.33

Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Class

AUM$7M

TER0.84%

Holdings251

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Holdings Overlap Analysis

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

SPSCX Mutual Fund Overlap Analysis

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

SPSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, SPSCX may share significant positions with broad-market funds.

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