SCLVX Mutual Fund

NAV$12.33

AUM$1M

TER1.23%

Holdings89

SCLVX Mutual Fund

NAV$12.33

SGI US Small Cap Equity Fund Class I

AUM$1M

TER1.23%

Holdings89

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Holdings Overlap Analysis

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

SCLVX Mutual Fund Overlap Analysis

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

SCLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, SCLVX may share significant positions with broad-market funds.

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