SVFRX Mutual Fund

TER1.37%

Holdings28

SVFRX Mutual Fund

Smead Value Fund Class R3

TER1.37%

Holdings28

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Holdings Overlap Analysis

Compare SVFRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SVFRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SVFRX Mutual Fund Overlap Analysis

SVFRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SVFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, SVFRX may share significant positions with broad-market funds.

SVFRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVFRX tax-loss harvesting finds highly correlated but non-identical funds.