SJVAX Mutual Fund
SJVAX Mutual Fund
NAV$35.84
AUM$2M
TER1.00%
Holdings93
See how much of SJVAX you already own
SJVAX Mutual Fund
NAV$35.84
Steward Large Cap Value Fund Class A
AUM$2M
TER1.00%
Holdings93
See how much of SJVAX you already own
SJVAX Mutual Fund Overlap Analysis
SJVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SJVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, SJVAX may share significant positions with broad-market funds.
SJVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SJVAX tax-loss harvesting finds highly correlated but non-identical funds.