STVTX Mutual Fund
STVTX Mutual Fund
NAV$11.43
AUM$81M
TER0.89%
Holdings56
See how much of STVTX you already own
STVTX Mutual Fund
NAV$11.43
Virtus Ceredex Large Cap Value Equity Fund Class I
AUM$81M
TER0.89%
Holdings56
See how much of STVTX you already own
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.