SCLVX Mutual Fund
SCLVX Mutual Fund
NAV$12.33
AUM$1M
TER1.23%
Holdings89
See how much of SCLVX you already own
SCLVX Mutual Fund
NAV$12.33
SGI US Small Cap Equity Fund Class I
AUM$1M
TER1.23%
Holdings89
See how much of SCLVX you already own
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.