SSVSX Mutual Fund Analysis & Holdings | MarketXLS

SSVSX Mutual Fund

NAV$27.76

AUM$18M

TER1.37%

Holdings74

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SSVSX Mutual Fund

NAV$27.76

Victory Special Value Fund Class A

AUM$18M

TER1.37%

Holdings74

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

SSVSX Mutual Fund Overlap Analysis

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

SSVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, SSVSX may share significant positions with broad-market funds.

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