SCAYX Mutual Fund
NAV$12.88
AUM$8M
TER0.86%
Holdings367
SCAYX Mutual Fund
NAV$12.88
Invesco Income Advantage US Fund Class Y Shares
AUM$8M
TER0.86%
Holdings367
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SCAYX Mutual Fund Overlap Analysis
SCAYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCAYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 367 holdings, SCAYX may share significant positions with broad-market funds.
SCAYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCAYX tax-loss harvesting finds highly correlated but non-identical funds.