VASDX Mutual Fund
VASDX Mutual Fund
NAV$9.97
AUM$114,359.34
TER0.89%
Holdings126
See how much of VASDX you already own
VASDX Mutual Fund
NAV$9.97
Vela Short Duration Fund Class A
AUM$114,359.34
TER0.89%
Holdings126
See how much of VASDX you already own
VASDX Mutual Fund Overlap Analysis
VASDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VASDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, VASDX may share significant positions with broad-market funds.
VASDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VASDX tax-loss harvesting finds highly correlated but non-identical funds.