SCPWX Mutual Fund

NAV$29.64

AUM$422M

TER0.40%

Holdings298

SCPWX Mutual Fund

NAV$29.64

Carillon Reams Core Plus Bond Fund Class R-6

AUM$422M

TER0.40%

Holdings298

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SCPWX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SCPWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SCPWX Mutual Fund Overlap Analysis

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

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

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