SCECX Mutual Fund

NAV$14.50

AUM$153M

TER0.64%

Holdings842

SCECX Mutual Fund

NAV$14.50

Steward Values Enhanced Small-Mid Cap Fund Institutional Class

AUM$153M

TER0.64%

Holdings842

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Holdings Overlap Analysis

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

SCECX Mutual Fund Overlap Analysis

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

SCECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 842 holdings, SCECX may share significant positions with broad-market funds.

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