SASVX Mutual Fund
SASVX Mutual Fund
NAV$8.09
AUM$25M
TER1.41%
Holdings70
SASVX Mutual Fund
NAV$8.09
Virtus Ceredex Small-Cap Value Equity Fund A
AUM$25M
TER1.41%
Holdings70
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.