ASVGX Mutual Fund

NAV$11.16

AUM$15M

TER0.90%

Holdings116

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Just $25 once·$69/mo·Download sample

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ASVGX Mutual Fund

NAV$11.16

American Century Small Cap Value Fund Class R5

AUM$15M

TER0.90%

Holdings116

See how much of ASVGX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

ASVGX Mutual Fund Overlap Analysis

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

ASVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 116 holdings, ASVGX may share significant positions with broad-market funds.

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