SLVAX Mutual Fund
SLVAX Mutual Fund
NAV$46.60
AUM$392M
TER0.85%
Holdings39
SLVAX Mutual Fund
NAV$46.60
Columbia Select Large Cap Value Fund Class A
AUM$392M
TER0.85%
Holdings39
SLVAX Mutual Fund Overlap Analysis
SLVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, SLVAX may share significant positions with broad-market funds.
SLVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLVAX tax-loss harvesting finds highly correlated but non-identical funds.