SRCCX Mutual Fund

NAV$9.76

AUM$13M

TER1.67%

Holdings218

SRCCX Mutual Fund

NAV$9.76

Principal California Municipal Fund Class C

AUM$13M

TER1.67%

Holdings218

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Holdings Overlap Analysis

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

SRCCX Mutual Fund Overlap Analysis

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

SRCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 218 holdings, SRCCX may share significant positions with broad-market funds.

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