SSCCX Mutual Fund Analysis & Holdings | MarketXLS

SSCCX Mutual Fund

NAV$0.42

AUM$33,442.11

TER3.59%

Holdings103

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

SSCCX Mutual Fund

NAV$0.42

Saratoga Small Capitalization Portfolio Fund Class C

AUM$33,442.11

TER3.59%

Holdings103

See inside every fund you own

$99/yr 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 SSCCX 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 SSCCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SSCCX Mutual Fund Overlap Analysis

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

SSCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SSCCX may share significant positions with broad-market funds.

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