SCAVX Mutual Fund
SCAVX Mutual Fund
NAV$18.01
AUM$96M
TER1.16%
Holdings104
SCAVX Mutual Fund
NAV$18.01
AB Small Cap Value Portfolio
AUM$96M
TER1.16%
Holdings104
SCAVX Mutual Fund Overlap Analysis
SCAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, SCAVX may share significant positions with broad-market funds.
SCAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCAVX tax-loss harvesting finds highly correlated but non-identical funds.