SCVEX Mutual Fund
NAV$24.83
AUM$417M
TER1.04%
Holdings50
SCVEX Mutual Fund
NAV$24.83
Hartford Schroders International Stock Fund (Class A)
AUM$417M
TER1.04%
Holdings50
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SCVEX Mutual Fund Overlap Analysis
SCVEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCVEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 50 holdings, SCVEX may share significant positions with broad-market funds.
SCVEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCVEX tax-loss harvesting finds highly correlated but non-identical funds.