SCVNX Mutual Fund Analysis & Holdings | MarketXLS

SCVNX Mutual Fund

NAV$44.03

AUM$189M

TER0.85%

Holdings1

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SCVNX Mutual Fund

NAV$44.03

Allspring Small Company Value Fund Institutional Class

AUM$189M

TER0.85%

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

SCVNX Mutual Fund Overlap Analysis

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

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

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