VKSGX Mutual Fund
VKSGX Mutual Fund
NAV$10.52
AUM$4M
TER0.82%
Holdings31
See how much of VKSGX you already own
VKSGX Mutual Fund
NAV$10.52
Virtus KAR Small-Mid Cap Value Fund Class R6
AUM$4M
TER0.82%
Holdings31
See how much of VKSGX you already own
VKSGX Mutual Fund Overlap Analysis
VKSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VKSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VKSGX may share significant positions with broad-market funds.
VKSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VKSGX tax-loss harvesting finds highly correlated but non-identical funds.