STVTX Mutual Fund

NAV$11.32

AUM$78M

TER0.89%

Holdings56

STVTX Mutual Fund

NAV$11.32

Virtus Ceredex Large Cap Value Equity Fund Class I

AUM$78M

TER0.89%

Holdings56

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Holdings Overlap Analysis

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

STVTX Mutual Fund Overlap Analysis

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

STVTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, STVTX may share significant positions with broad-market funds.

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