SASVX Mutual Fund
SASVX Mutual Fund
NAV$7.77
AUM$24M
TER1.41%
Holdings70
See how much of SASVX you already own
SASVX Mutual Fund
NAV$7.77
Virtus Ceredex Small-Cap Value Equity Fund A
AUM$24M
TER1.41%
Holdings70
See how much of SASVX you already own
SASVX Mutual Fund Overlap Analysis
SASVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SASVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, SASVX may share significant positions with broad-market funds.
SASVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SASVX tax-loss harvesting finds highly correlated but non-identical funds.