SILVX Mutual Fund
SILVX Mutual Fund
NAV$20.07
AUM$181M
TER0.98%
Holdings117
See how much of SILVX you already own
SILVX Mutual Fund
NAV$20.07
SGI US Large Cap Equity Fund Class I
AUM$181M
TER0.98%
Holdings117
See how much of SILVX you already own
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 117 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.