SRCMX Mutual Fund

NAV$9.72

AUM$357M

TER0.85%

Holdings218

SRCMX Mutual Fund

NAV$9.72

Principal California Municipal Fund Class A

AUM$357M

TER0.85%

Holdings218

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Holdings Overlap Analysis

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

SRCMX Mutual Fund Overlap Analysis

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

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

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