SCVAX Mutual Fund
SCVAX Mutual Fund
NAV$40.39
AUM$367M
TER1.15%
Holdings1
See how much of SCVAX you already own
SCVAX Mutual Fund
NAV$40.39
Allspring Small Company Value Fund Class A
AUM$367M
TER1.15%
Holdings1
See how much of SCVAX you already own
SCVAX Mutual Fund Overlap Analysis
SCVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SCVAX may share significant positions with broad-market funds.
SCVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCVAX tax-loss harvesting finds highly correlated but non-identical funds.