SLVIX Mutual Fund
SLVIX Mutual Fund
NAV$49.22
AUM$170M
TER0.53%
Holdings39
SLVIX Mutual Fund
NAV$49.22
Columbia Select Large Cap Value Fund Class I2
AUM$170M
TER0.53%
Holdings39
SLVIX Mutual Fund Overlap Analysis
SLVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, SLVIX may share significant positions with broad-market funds.
SLVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLVIX tax-loss harvesting finds highly correlated but non-identical funds.