SLVYX Mutual Fund
SLVYX Mutual Fund
NAV$24.16
AUM$398,286.29
TER2.17%
Holdings24
See how much of SLVYX you already own
SLVYX Mutual Fund
NAV$24.16
Saratoga Large Capitalization Value Portfolio Class A
AUM$398,286.29
TER2.17%
Holdings24
See how much of SLVYX you already own
SLVYX Mutual Fund Overlap Analysis
SLVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 24 holdings, SLVYX may share significant positions with broad-market funds.
SLVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLVYX tax-loss harvesting finds highly correlated but non-identical funds.