SVUIX Mutual Fund

NAV$41.04

AUM$35M

TER0.92%

Holdings123

SVUIX Mutual Fund

NAV$41.04

NAA SMid Cap Value Fund Institutional Class

AUM$35M

TER0.92%

Holdings123

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Holdings Overlap Analysis

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

SVUIX Mutual Fund Overlap Analysis

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

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

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