SVACX Mutual Fund Holdings Overlap Calculator | MarketXLS

SVACX Mutual Fund

NAV$7.27

AUM$330M

TER1.88%

Holdings47

See what you own twice

Check SVACX against your other funds. Free for up to 5.

Check my overlap

SVACX Mutual Fund

NAV$7.27

Federated Hermes Strategic Value Dividend Fund Class C

AUM$330M

TER1.88%

Holdings47

See what you own twice

Check SVACX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

SVACX Mutual Fund Overlap Analysis

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

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

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