SJVIX Mutual Fund Analysis & Holdings | MarketXLS

SJVIX Mutual Fund

NAV$36.13

AUM$150M

TER0.75%

Holdings93

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SJVIX Mutual Fund

NAV$36.13

Steward Large Cap Value Fund Institutional Class

AUM$150M

TER0.75%

Holdings93

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SJVIX Mutual Fund Overlap Analysis

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

SJVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, SJVIX may share significant positions with broad-market funds.

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