SSVCX Mutual Fund
SSVCX Mutual Fund
NAV$14.25
AUM$96,374.54
TER2.03%
Holdings102
See how much of SSVCX you already own
SSVCX Mutual Fund
NAV$14.25
Guggenheim Small Cap Value Fund Class C
AUM$96,374.54
TER2.03%
Holdings102
See how much of SSVCX you already own
SSVCX Mutual Fund Overlap Analysis
SSVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, SSVCX may share significant positions with broad-market funds.
SSVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSVCX tax-loss harvesting finds highly correlated but non-identical funds.