VQSRX Mutual Fund
VQSRX Mutual Fund
NAV$25.78
AUM$39M
TER0.89%
Holdings29
See how much of VQSRX you already own
VQSRX Mutual Fund
NAV$25.78
Virtus KAR Small-Cap Value Fund R6
AUM$39M
TER0.89%
Holdings29
See how much of VQSRX you already own
VQSRX Mutual Fund Overlap Analysis
VQSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VQSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, VQSRX may share significant positions with broad-market funds.
VQSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VQSRX tax-loss harvesting finds highly correlated but non-identical funds.