VLSRX Mutual Fund
VLSRX Mutual Fund
NAV$17.81
AUM$813,674.16
TER1.96%
Holdings39
See how much of VLSRX you already own
VLSRX Mutual Fund
NAV$17.81
Virtus KAR Long/Short Equity Fund Class R6
AUM$813,674.16
TER1.96%
Holdings39
See how much of VLSRX you already own
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.