VLSAX Mutual Fund
VLSAX Mutual Fund
NAV$17.48
AUM$434,115.62
TER2.28%
Holdings39
See how much of VLSAX you already own
VLSAX Mutual Fund
NAV$17.48
Virtus KAR Long/Short Equity Fund Class A
AUM$434,115.62
TER2.28%
Holdings39
See how much of VLSAX you already own
VLSAX Mutual Fund Overlap Analysis
VLSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, VLSAX may share significant positions with broad-market funds.
VLSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLSAX tax-loss harvesting finds highly correlated but non-identical funds.