SACVX Mutual Fund
SACVX Mutual Fund
NAV$39.48
AUM$437,433.98
TER2.23%
Holdings150
See how much of SACVX you already own
SACVX Mutual Fund
NAV$39.48
Spirit of America Large Cap Value Fund Class C
AUM$437,433.98
TER2.23%
Holdings150
See how much of SACVX you already own
SACVX Mutual Fund Overlap Analysis
SACVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SACVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 150 holdings, SACVX may share significant positions with broad-market funds.
SACVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SACVX tax-loss harvesting finds highly correlated but non-identical funds.