SVALX Mutual Fund Analysis & Holdings | MarketXLS

SVALX Mutual Fund

NAV$7.24

AUM$1.5B

TER0.79%

Holdings47

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SVALX Mutual Fund

NAV$7.24

Federated Hermes Strategic Value Dividend Fund Class R6

AUM$1.5B

TER0.79%

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

SVALX Mutual Fund Overlap Analysis

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

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

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