SDVSX Mutual Fund

NAV$18.70

AUM$17M

TER0.95%

Holdings80

SDVSX Mutual Fund

NAV$18.70

Sit Dividend Growth Fund Class S Shares

AUM$17M

TER0.95%

Holdings80

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Holdings Overlap Analysis

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

SDVSX Mutual Fund Overlap Analysis

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

SDVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, SDVSX may share significant positions with broad-market funds.

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