SILVX Mutual Fund

NAV$20.17

AUM$182M

TER0.98%

Holdings96

SILVX Mutual Fund

NAV$20.17

SGI US Large Cap Equity Fund Class I

AUM$182M

TER0.98%

Holdings96

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Holdings Overlap Analysis

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

SILVX Mutual Fund Overlap Analysis

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

SILVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 96 holdings, SILVX may share significant positions with broad-market funds.

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