SCVJX Mutual Fund
SCVJX Mutual Fund
NAV$41.77
AUM$25M
TER0.75%
Holdings153
See how much of SCVJX you already own
SCVJX Mutual Fund
NAV$41.77
Allspring Small Company Value Fund Class R6
AUM$25M
TER0.75%
Holdings153
See how much of SCVJX you already own
SCVJX Mutual Fund Overlap Analysis
SCVJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SCVJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, SCVJX may share significant positions with broad-market funds.
SCVJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SCVJX tax-loss harvesting finds highly correlated but non-identical funds.