VAKSX Mutual Fund
VAKSX Mutual Fund
NAV$10.00
AUM$323,490.87
TER1.20%
Holdings28
See how much of VAKSX you already own
VAKSX Mutual Fund
NAV$10.00
Virtus KAR Small-Mid Cap Growth Fund Class A
AUM$323,490.87
TER1.20%
Holdings28
See how much of VAKSX you already own
VAKSX Mutual Fund Overlap Analysis
VAKSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, VAKSX may share significant positions with broad-market funds.
VAKSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAKSX tax-loss harvesting finds highly correlated but non-identical funds.