SVPBX Mutual Fund Analysis & Holdings | MarketXLS

SVPBX Mutual Fund

NAV$9.90

AUM$480M

TER0.51%

Holdings75

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SVPBX Mutual Fund

NAV$9.90

Goldman Sachs Strategic Volatility Premium Fund Class P

AUM$480M

TER0.51%

Holdings75

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

SVPBX Mutual Fund Overlap Analysis

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

SVPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, SVPBX may share significant positions with broad-market funds.

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