SSVIX Mutual Fund
SSVIX Mutual Fund
NAV$27.41
AUM$2M
TER0.91%
Holdings58
SSVIX Mutual Fund
NAV$27.41
Columbia Select Small Cap Value Fund Class I2
AUM$2M
TER0.91%
Holdings58
SSVIX Mutual Fund Overlap Analysis
SSVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SSVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, SSVIX may share significant positions with broad-market funds.
SSVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SSVIX tax-loss harvesting finds highly correlated but non-identical funds.