VKSDX Mutual Fund
VKSDX Mutual Fund
NAV$10.43
AUM$1M
TER1.17%
Holdings31
See how much of VKSDX you already own
VKSDX Mutual Fund
NAV$10.43
Virtus KAR Small-Mid Cap Value Fund Class A
AUM$1M
TER1.17%
Holdings31
See how much of VKSDX you already own
VKSDX Mutual Fund Overlap Analysis
VKSDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VKSDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VKSDX may share significant positions with broad-market funds.
VKSDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VKSDX tax-loss harvesting finds highly correlated but non-identical funds.