SVYAX Mutual Fund

NAV$7.24

TER0.62%

Holdings224

See how much of SVYAX you already own

Just $25 once·$99/mo·Download sample

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SVYAX Mutual Fund

NAV$7.24

SEI Institutional Investments Trust - US Managed Volatility Fund Class A

TER0.62%

Holdings224

See how much of SVYAX 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 SVYAX 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 SVYAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SVYAX Mutual Fund Overlap Analysis

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

SVYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, SVYAX may share significant positions with broad-market funds.

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