SLCVX Mutual Fund
SLCVX Mutual Fund
NAV$28.26
AUM$15M
TER1.79%
Holdings24
See how much of SLCVX you already own
SLCVX Mutual Fund
NAV$28.26
Saratoga Large Capitalization Value Portfolio Class I
AUM$15M
TER1.79%
Holdings24
See how much of SLCVX you already own
SLCVX Mutual Fund Overlap Analysis
SLCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SLCVX may share significant positions with broad-market funds.
SLCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLCVX tax-loss harvesting finds highly correlated but non-identical funds.