ASVRX Mutual Fund Analysis & Holdings | MarketXLS

ASVRX Mutual Fund

NAV$10.56

AUM$7M

TER1.58%

Holdings116

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ASVRX Mutual Fund

NAV$10.56

American Century Small Cap Value Fund Class R

AUM$7M

TER1.58%

Holdings116

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ASVRX Mutual Fund Overlap Analysis

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

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

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