STSVX Mutual Fund
NAV$17.41
AUM$38M
TER1.09%
Holdings108
STSVX Mutual Fund
NAV$17.41
BNY Mellon Small Cap Value Fund Class I
AUM$38M
TER1.09%
Holdings108

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STSVX Mutual Fund Overlap Analysis
STSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
STSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, STSVX may share significant positions with broad-market funds.
STSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. STSVX tax-loss harvesting finds highly correlated but non-identical funds.