VKSFX Mutual Fund

NAV$10.49

AUM$678,654.57

TER0.92%

Holdings31

See how much of VKSFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

VKSFX Mutual Fund

NAV$10.49

Virtus KAR Small-Mid Cap Value Fund Class I

AUM$678,654.57

TER0.92%

Holdings31

See how much of VKSFX you already own

Just $25 once·$69/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 VKSFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VKSFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VKSFX Mutual Fund Overlap Analysis

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

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

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