SLVCX Mutual Fund
SLVCX Mutual Fund
NAV$15.68
AUM$82,296.39
TER2.77%
Holdings24
See how much of SLVCX you already own
SLVCX Mutual Fund
NAV$15.68
Saratoga Large Capitalization Value Portfolio Class C
AUM$82,296.39
TER2.77%
Holdings24
See how much of SLVCX you already own
SLVCX Mutual Fund Overlap Analysis
SLVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SLVCX may share significant positions with broad-market funds.
SLVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLVCX tax-loss harvesting finds highly correlated but non-identical funds.