STSVX Mutual Fund
STSVX Mutual Fund
NAV$17.47
AUM$38M
TER1.09%
Holdings113
See how much of STSVX you already own
STSVX Mutual Fund
NAV$17.47
BNY Mellon Small Cap Value Fund Class I
AUM$38M
TER1.09%
Holdings113
See how much of STSVX you already own
STSVX Mutual Fund Overlap Analysis
STSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 113 holdings, STSVX may share significant positions with broad-market funds.
STSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STSVX tax-loss harvesting finds highly correlated but non-identical funds.