VKSAX Mutual Fund
VKSAX Mutual Fund
NAV$18.62
AUM$44M
TER1.24%
Holdings31
See how much of VKSAX you already own
VKSAX Mutual Fund
NAV$18.62
Virtus KAR Small-Mid Cap Core Fund Class A
AUM$44M
TER1.24%
Holdings31
See how much of VKSAX you already own
VKSAX Mutual Fund Overlap Analysis
VKSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VKSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VKSAX may share significant positions with broad-market funds.
VKSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VKSAX tax-loss harvesting finds highly correlated but non-identical funds.