SVACX Mutual Fund
SVACX Mutual Fund
NAV$7.23
AUM$332M
TER1.88%
Holdings47
See how much of SVACX you already own
SVACX Mutual Fund
NAV$7.23
Federated Hermes Strategic Value Dividend Fund Class C
AUM$332M
TER1.88%
Holdings47
See how much of SVACX you already own
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.