SVFCX Mutual Fund
SVFCX Mutual Fund
NAV$97.66
AUM$76M
TER1.82%
Holdings27
See how much of SVFCX you already own
SVFCX Mutual Fund
NAV$97.66
Smead Value Fund Class C
AUM$76M
TER1.82%
Holdings27
See how much of SVFCX you already own
SVFCX Mutual Fund Overlap Analysis
SVFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SVFCX may share significant positions with broad-market funds.
SVFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVFCX tax-loss harvesting finds highly correlated but non-identical funds.