SUVAX Mutual Fund Analysis & Holdings | MarketXLS

SUVAX Mutual Fund

NAV$14.57

AUM$42M

TER1.11%

Holdings270

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SUVAX Mutual Fund

NAV$14.57

PGIM Quant Solutions Large-Cap Value Fund Class A

AUM$42M

TER1.11%

Holdings270

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

SUVAX Mutual Fund Overlap Analysis

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

SUVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 270 holdings, SUVAX may share significant positions with broad-market funds.

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