SVYAX Mutual Fund

NAV$7.12

TER0.62%

Holdings205

SVYAX Mutual Fund

NAV$7.12

SEI Institutional Investments Trust - US Managed Volatility Fund Class A

TER0.62%

Holdings205

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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 205 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.