VPSSX Mutual Fund
VPSSX Mutual Fund
NAV$20.25
AUM$4M
TER0.65%
Holdings10
VPSSX Mutual Fund
NAV$20.25
Voya Index Solution 2060 Portfolio Class S2
AUM$4M
TER0.65%
Holdings10
VPSSX Mutual Fund Overlap Analysis
VPSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VPSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, VPSSX may share significant positions with broad-market funds.
VPSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VPSSX tax-loss harvesting finds highly correlated but non-identical funds.