VLSRX Mutual Fund

NAV$17.81

AUM$813,674.16

TER1.96%

Holdings39

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VLSRX Mutual Fund

NAV$17.81

Virtus KAR Long/Short Equity Fund Class R6

AUM$813,674.16

TER1.96%

Holdings39

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VLSRX 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 VLSRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VLSRX Mutual Fund Overlap Analysis

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

VLSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, VLSRX may share significant positions with broad-market funds.

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