SMLVX Mutual Fund

NAV$11.76

AUM$256,056.36

TER2.23%

Holdings89

SMLVX Mutual Fund

NAV$11.76

SGI US Small Cap Equity Fund Class C

AUM$256,056.36

TER2.23%

Holdings89

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Holdings Overlap Analysis

Compare SMLVX 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 SMLVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMLVX Mutual Fund Overlap Analysis

SMLVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SMLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, SMLVX may share significant positions with broad-market funds.

SMLVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SMLVX tax-loss harvesting finds highly correlated but non-identical funds.