SEVAX Mutual Fund

NAV$39.25

AUM$263M

TER1.15%

Holdings123

SEVAX Mutual Fund

NAV$39.25

NAA SMid Cap Value Fund Class A

AUM$263M

TER1.15%

Holdings123

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Holdings Overlap Analysis

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

SEVAX Mutual Fund Overlap Analysis

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

SEVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 123 holdings, SEVAX may share significant positions with broad-market funds.

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