SESVX Mutual Fund

NAV$28.08

AUM$271M

TER1.24%

Holdings454

SESVX Mutual Fund

NAV$28.08

SIMT Small Cap Value Fund Class F

AUM$271M

TER1.24%

Holdings454

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Holdings Overlap Analysis

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

SESVX Mutual Fund Overlap Analysis

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

SESVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 454 holdings, SESVX may share significant positions with broad-market funds.

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