VESAX Mutual Fund Analysis & Holdings | MarketXLS

VESAX Mutual Fund

NAV$22.41

AUM$28M

TER1.34%

Holdings76

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VESAX Mutual Fund

NAV$22.41

VELA Small Cap Fund Class A

AUM$28M

TER1.34%

Holdings76

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

VESAX Mutual Fund Overlap Analysis

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

VESAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, VESAX may share significant positions with broad-market funds.

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