SVFLX Mutual Fund
SVFLX Mutual Fund
TER1.05%
Holdings28
SVFLX Mutual Fund
Smead Value Fund Class R4
TER1.05%
Holdings28
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 28 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.