SVAIX Mutual Fund Analysis & Holdings | MarketXLS

SVAIX Mutual Fund

NAV$7.24

AUM$6.2B

TER0.81%

Holdings47

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SVAIX Mutual Fund

NAV$7.24

Federated Hermes Strategic Value Dividend Fund Institutional Class

AUM$6.2B

TER0.81%

Holdings47

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

SVAIX Mutual Fund Overlap Analysis

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

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

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