SCPZX Mutual Fund

NAV$29.63

AUM$1.6B

TER0.50%

Holdings298

SCPZX Mutual Fund

NAV$29.63

Carillon Reams Core Plus Bond Fund Class I

AUM$1.6B

TER0.50%

Holdings298

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

SCPZX Mutual Fund Overlap Analysis

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

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

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