SVPSX Mutual Fund
SVPSX Mutual Fund
NAV$105.72
AUM$664,148.72
TER2.78%
Holdings468
See how much of SVPSX you already own
SVPSX Mutual Fund
NAV$105.72
Small-Cap Value ProFund
AUM$664,148.72
TER2.78%
Holdings468
See how much of SVPSX you already own
SVPSX Mutual Fund Overlap Analysis
SVPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 468 holdings, SVPSX may share significant positions with broad-market funds.
SVPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVPSX tax-loss harvesting finds highly correlated but non-identical funds.