SCPEX Mutual Fund

NAV$29.41

AUM$3M

TER1.55%

Holdings298

SCPEX Mutual Fund

NAV$29.41

Carillon Reams Core Plus Bond Fund Class C

AUM$3M

TER1.55%

Holdings298

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Holdings Overlap Analysis

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

SCPEX Mutual Fund Overlap Analysis

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

SCPEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 298 holdings, SCPEX may share significant positions with broad-market funds.

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