SCHAX Mutual Fund

NAV$18.67

AUM$950M

TER1.07%

Holdings16

SCHAX Mutual Fund

NAV$18.67

Franklin Multi-Asset Growth Fund Class A

AUM$950M

TER1.07%

Holdings16

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Holdings Overlap Analysis

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

SCHAX Mutual Fund Overlap Analysis

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

SCHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, SCHAX may share significant positions with broad-market funds.

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