VKLSX Mutual Fund
VKLSX Mutual Fund
NAV$10.36
TER0.52%
Holdings849
VKLSX Mutual Fund
NAV$10.36
Invesco Intermediate Term Municipal Income Fund Class R6
TER0.52%
Holdings849
VKLSX Mutual Fund Overlap Analysis
VKLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VKLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 849 holdings, VKLSX may share significant positions with broad-market funds.
VKLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VKLSX tax-loss harvesting finds highly correlated but non-identical funds.