SCVIX Mutual Fund Analysis & Holdings | MarketXLS

SCVIX Mutual Fund

NAV$37.27

AUM$18M

TER1.05%

Holdings1

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SCVIX Mutual Fund

NAV$37.27

Allspring Small Company Value Fund Admin Class

AUM$18M

TER1.05%

Holdings1

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SCVIX Mutual Fund Overlap Analysis

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

SCVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SCVIX may share significant positions with broad-market funds.

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