VIESX Mutual Fund
VIESX Mutual Fund
NAV$16.80
AUM$263M
TER1.45%
Holdings43
See how much of VIESX you already own
VIESX Mutual Fund
NAV$16.80
Virtus KAR Emerging Markets Small-Cap Fund I
AUM$263M
TER1.45%
Holdings43
See how much of VIESX you already own
VIESX Mutual Fund Overlap Analysis
VIESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VIESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, VIESX may share significant positions with broad-market funds.
VIESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VIESX tax-loss harvesting finds highly correlated but non-identical funds.