VASDX Mutual Fund Analysis & Holdings | MarketXLS

VASDX Mutual Fund

NAV$10.04

AUM$57,370.63

TER0.89%

Holdings126

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VASDX Mutual Fund

NAV$10.04

Vela Short Duration Fund Class A

AUM$57,370.63

TER0.89%

Holdings126

See inside every fund you own

$45/quarter 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 VASDX 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 VASDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.