VLSIX Mutual Fund
VLSIX Mutual Fund
NAV$17.79
AUM$10M
TER2.03%
Holdings39
See how much of VLSIX you already own
VLSIX Mutual Fund
NAV$17.79
Virtus KAR Long/Short Equity Fund Class I
AUM$10M
TER2.03%
Holdings39
See how much of VLSIX you already own
VLSIX Mutual Fund Overlap Analysis
VLSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, VLSIX may share significant positions with broad-market funds.
VLSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLSIX tax-loss harvesting finds highly correlated but non-identical funds.