SVPFX Mutual Fund Holdings Overlap Calculator | MarketXLS

SVPFX Mutual Fund

NAV$9.91

AUM$258,765.5

TER0.52%

Holdings75

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$45/quarter Pro · Cancel anytime

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SVPFX Mutual Fund

NAV$9.91

Goldman Sachs Strategic Volatility Premium Fund Institutional Class

AUM$258,765.5

TER0.52%

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

SVPFX Mutual Fund Overlap Analysis

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

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

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