VMSSX Mutual Fund
VMSSX Mutual Fund
NAV$4.56
AUM$60M
TER0.52%
Holdings915
See how much of VMSSX you already own
VMSSX Mutual Fund
NAV$4.56
Virtus Newfleet Multi-Sector Short Term Bond Fund R6
AUM$60M
TER0.52%
Holdings915
See how much of VMSSX you already own
VMSSX Mutual Fund Overlap Analysis
VMSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VMSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 915 holdings, VMSSX may share significant positions with broad-market funds.
VMSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VMSSX tax-loss harvesting finds highly correlated but non-identical funds.