VGSAX Mutual Fund
VGSAX Mutual Fund
NAV$40.72
AUM$15M
TER1.24%
Holdings54
See how much of VGSAX you already own
VGSAX Mutual Fund
NAV$40.72
Virtus Duff & Phelps Global Real Estate Securities Fund A
AUM$15M
TER1.24%
Holdings54
See how much of VGSAX you already own
VGSAX Mutual Fund Overlap Analysis
VGSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, VGSAX may share significant positions with broad-market funds.
VGSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGSAX tax-loss harvesting finds highly correlated but non-identical funds.