VLSMX Mutual Fund

NAV$16.29

AUM$1.0B

TER0.54%

Holdings11

See how much of VLSMX you already own

Just $25 once·$69/mo·Download sample

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VLSMX Mutual Fund

NAV$16.29

VALIC Company I Moderate Allocation Lifestyle Fund

AUM$1.0B

TER0.54%

Holdings11

See how much of VLSMX 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 VLSMX 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 VLSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VLSMX Mutual Fund Overlap Analysis

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

VLSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, VLSMX may share significant positions with broad-market funds.

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