SMVFX Mutual Fund

NAV$12.82

AUM$4M

TER1.76%

Holdings60

SMVFX Mutual Fund

NAV$12.82

Virtus Ceredex Mid-Cap Value Equity Fund C

AUM$4M

TER1.76%

Holdings60

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare SMVFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SMVFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SMVFX Mutual Fund Overlap Analysis

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

SMVFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, SMVFX may share significant positions with broad-market funds.

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