VKSEX Mutual Fund

NAV$10.39

AUM$117,483.1

TER1.92%

Holdings31

See how much of VKSEX you already own

Just $25 once·$99/mo·Download sample

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VKSEX Mutual Fund

NAV$10.39

Virtus KAR Small-Mid Cap Value Fund Class C

AUM$117,483.1

TER1.92%

Holdings31

See how much of VKSEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

VKSEX Mutual Fund Overlap Analysis

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

VKSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VKSEX may share significant positions with broad-market funds.

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