SUMCX Mutual Fund

NAV$11.10

AUM$657,822.89

TER2.72%

Holdings9

See how much of SUMCX you already own

Just $25 once·$99/mo·Download sample

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SUMCX Mutual Fund

NAV$11.10

Saratoga Conservative Balanced Allocation Portfolio Class C

AUM$657,822.89

TER2.72%

Holdings9

See how much of SUMCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SUMCX Mutual Fund Overlap Analysis

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

SUMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, SUMCX may share significant positions with broad-market funds.

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