SVIFX Mutual Fund Analysis & Holdings | MarketXLS

SVIFX Mutual Fund

NAV$9.00

AUM$911,607.2

TER1.72%

Holdings56

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SVIFX Mutual Fund

NAV$9.00

Virtus Ceredex Large Cap Value Equity Fund Class C

AUM$911,607.2

TER1.72%

Holdings56

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SVIFX 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 SVIFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SVIFX Mutual Fund Overlap Analysis

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

SVIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, SVIFX may share significant positions with broad-market funds.

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