SVAAX Mutual Fund

NAV$7.20

AUM$1.8B

TER1.06%

Holdings47

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Just $25 once·$99/mo·Download sample

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SVAAX Mutual Fund

NAV$7.20

Federated Hermes Strategic Value Dividend Fund Class A

AUM$1.8B

TER1.06%

Holdings47

See how much of SVAAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SVAAX Mutual Fund Overlap Analysis

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

SVAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, SVAAX may share significant positions with broad-market funds.

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