SJCRX Mutual Fund

NAV$36.33

AUM$24M

TER0.75%

Holdings79

SJCRX Mutual Fund

NAV$36.33

Steward Large Cap Core Fund Class R6

AUM$24M

TER0.75%

Holdings79

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Holdings Overlap Analysis

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

SJCRX Mutual Fund Overlap Analysis

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

SJCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, SJCRX may share significant positions with broad-market funds.

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