SVFLX Mutual Fund
SVFLX Mutual Fund
Smead Value Fund Class R4
TER1.05%
Holdings27
See how much of SVFLX you already own
SVFLX Mutual Fund Overlap Analysis
SVFLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, SVFLX may share significant positions with broad-market funds.
SVFLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVFLX tax-loss harvesting finds highly correlated but non-identical funds.