SLVYX Mutual Fund Analysis & Holdings | MarketXLS

SLVYX Mutual Fund

NAV$24.53

AUM$397,677.19

TER2.17%

Holdings24

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SLVYX Mutual Fund

NAV$24.53

Saratoga Large Capitalization Value Portfolio Class A

AUM$397,677.19

TER2.17%

Holdings24

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SLVYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SLVYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.