VISAX Mutual Fund Analysis & Holdings | MarketXLS

VISAX Mutual Fund

NAV$21.30

AUM$38M

TER1.44%

Holdings40

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VISAX Mutual Fund

NAV$21.30

Virtus KAR International Small-Mid Cap Fund Class A

AUM$38M

TER1.44%

Holdings40

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

VISAX Mutual Fund Overlap Analysis

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

VISAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, VISAX may share significant positions with broad-market funds.

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