SCVJX Mutual Fund
SCVJX Mutual Fund
NAV$44.37
AUM$31M
TER0.75%
Holdings1
SCVJX Mutual Fund
NAV$44.37
Allspring Small Company Value Fund Class R6
AUM$31M
TER0.75%
Holdings1
SCVJX Mutual Fund Overlap Analysis
SCVJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCVJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, SCVJX may share significant positions with broad-market funds.
SCVJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCVJX tax-loss harvesting finds highly correlated but non-identical funds.