SVXLX Mutual Fund
SVXLX Mutual Fund
NAV$100.42
AUM$52,477.48
TER1.26%
Holdings28
See how much of SVXLX you already own
SVXLX Mutual Fund
NAV$100.42
Smead International Value Fund Class Investor
AUM$52,477.48
TER1.26%
Holdings28
See how much of SVXLX you already own
SVXLX Mutual Fund Overlap Analysis
SVXLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SVXLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, SVXLX may share significant positions with broad-market funds.
SVXLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SVXLX tax-loss harvesting finds highly correlated but non-identical funds.