SSCYX Mutual Fund

NAV$6.77

AUM$78,936.72

TER2.92%

Holdings103

SSCYX Mutual Fund

NAV$6.77

Saratoga Small Capitalization Portfolio Class A

AUM$78,936.72

TER2.92%

Holdings103

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Holdings Overlap Analysis

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

SSCYX Mutual Fund Overlap Analysis

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

SSCYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, SSCYX may share significant positions with broad-market funds.

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