SUMCX Mutual Fund

NAV$11.41

AUM$719,968.14

TER2.72%

Holdings9

SUMCX Mutual Fund

NAV$11.41

Saratoga Conservative Balanced Allocation Portfolio Class C

AUM$719,968.14

TER2.72%

Holdings9

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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.