SCXIX Mutual Fund

NAV$9.39

AUM$3M

TER0.99%

Holdings3,189

SCXIX Mutual Fund

NAV$9.39

SIMT Core Fixed Income Fund Institutional Class

AUM$3M

TER0.99%

Holdings3,189

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Holdings Overlap Analysis

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

SCXIX Mutual Fund Overlap Analysis

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

SCXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3189 holdings, SCXIX may share significant positions with broad-market funds.

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