SVSPX Mutual Fund

NAV$313.90

AUM$1.5B

TER0.16%

Holdings506

See how much of SVSPX you already own

Just $25 once·$99/mo·Download sample

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SVSPX Mutual Fund

NAV$313.90

State Street S&P 500 Index Fund Class N

AUM$1.5B

TER0.16%

Holdings506

See how much of SVSPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

SVSPX Mutual Fund Overlap Analysis

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

SVSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, SVSPX may share significant positions with broad-market funds.

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