FSCWX Mutual Fund
NAV$39.41
TER0.78%
Holdings81
FSCWX Mutual Fund
NAV$39.41
Nuveen Small Cap Value Fund Class R6
TER0.78%
Holdings81

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FSCWX Mutual Fund Overlap Analysis
FSCWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FSCWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, FSCWX may share significant positions with broad-market funds.
FSCWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FSCWX tax-loss harvesting finds highly correlated but non-identical funds.