SCVAX Mutual Fund
SCVAX Mutual Fund
NAV$42.37
AUM$372M
TER1.15%
Holdings1
SCVAX Mutual Fund
NAV$42.37
Allspring Small Company Value Fund Class A
AUM$372M
TER1.15%
Holdings1
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.