SVFKX Mutual Fund
SVFKX Mutual Fund
NAV$104.70
AUM$457,132.37
TER1.45%
Holdings27
See how much of SVFKX you already own
SVFKX Mutual Fund
NAV$104.70
Smead Value Fund Class R2
AUM$457,132.37
TER1.45%
Holdings27
See how much of SVFKX you already own
SVFKX Mutual Fund Overlap Analysis
SVFKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVFKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SVFKX may share significant positions with broad-market funds.
SVFKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVFKX tax-loss harvesting finds highly correlated but non-identical funds.