SQCBX Mutual Fund Analysis & Holdings | MarketXLS

SQCBX Mutual Fund

NAV$15.64

AUM$9M

TER3.50%

Holdings89

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SQCBX Mutual Fund

NAV$15.64

X-Square Balanced Fund LLC Class C

AUM$9M

TER3.50%

Holdings89

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

SQCBX Mutual Fund Overlap Analysis

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

SQCBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, SQCBX may share significant positions with broad-market funds.

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