SVXCX Mutual Fund
SVXCX Mutual Fund
NAV$91.83
AUM$1M
TER2.01%
Holdings28
See how much of SVXCX you already own
SVXCX Mutual Fund
NAV$91.83
Smead International Value Fund Class C
AUM$1M
TER2.01%
Holdings28
See how much of SVXCX you already own
SVXCX Mutual Fund Overlap Analysis
SVXCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, SVXCX may share significant positions with broad-market funds.
SVXCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVXCX tax-loss harvesting finds highly correlated but non-identical funds.