SCBCX Mutual Fund

NAV$16.31

AUM$1M

TER1.82%

Holdings18

SCBCX Mutual Fund

NAV$16.31

Franklin Multi-Asset Conservative Growth Fund Class C

AUM$1M

TER1.82%

Holdings18

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Holdings Overlap Analysis

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

SCBCX Mutual Fund Overlap Analysis

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

SCBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, SCBCX may share significant positions with broad-market funds.

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