VASGX Mutual Fund
VASGX Mutual Fund
NAV$56.02
AUM$26.7B
TER0.10%
Holdings7
See how much of VASGX you already own
VASGX Mutual Fund
NAV$56.02
Vanguard LifeStrategy 80/20 Fund Investor Class
AUM$26.7B
TER0.10%
Holdings7
See how much of VASGX you already own
VASGX Mutual Fund Overlap Analysis
VASGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VASGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, VASGX may share significant positions with broad-market funds.
VASGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VASGX tax-loss harvesting finds highly correlated but non-identical funds.