VAESX Mutual Fund Analysis & Holdings | MarketXLS

VAESX Mutual Fund

NAV$16.77

AUM$31M

TER1.70%

Holdings43

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VAESX Mutual Fund

NAV$16.77

Virtus KAR Emerging Markets Small-Cap Fund A

AUM$31M

TER1.70%

Holdings43

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

VAESX Mutual Fund Overlap Analysis

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

VAESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, VAESX may share significant positions with broad-market funds.

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