SVFFX Mutual Fund
SVFFX Mutual Fund
NAV$102.51
AUM$3.2B
TER0.96%
Holdings27
See how much of SVFFX you already own
SVFFX Mutual Fund
NAV$102.51
Smead Value Fund Class I1
AUM$3.2B
TER0.96%
Holdings27
See how much of SVFFX you already own
SVFFX Mutual Fund Overlap Analysis
SVFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SVFFX may share significant positions with broad-market funds.
SVFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVFFX tax-loss harvesting finds highly correlated but non-identical funds.