ZSCIX Mutual Fund Holdings Overlap Calculator | MarketXLS

ZSCIX Mutual Fund

NAV$44.82

AUM$20M

TER1.15%

Holdings101

See what you own twice

Check ZSCIX against your other funds. Free for up to 5.

Check my overlap

ZSCIX Mutual Fund

NAV$44.82

Zacks Small-Cap Core Fund Institutional Class

AUM$20M

TER1.15%

Holdings101

See what you own twice

Check ZSCIX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

ZSCIX Mutual Fund Overlap Analysis

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

ZSCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, ZSCIX may share significant positions with broad-market funds.

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