VGISX Mutual Fund
VGISX Mutual Fund
NAV$39.43
AUM$210M
TER0.99%
Holdings54
See how much of VGISX you already own
VGISX Mutual Fund
NAV$39.43
Virtus Duff & Phelps Global Real Estate Securities Fund I
AUM$210M
TER0.99%
Holdings54
See how much of VGISX you already own
VGISX Mutual Fund Overlap Analysis
VGISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, VGISX may share significant positions with broad-market funds.
VGISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGISX tax-loss harvesting finds highly correlated but non-identical funds.