VRSAX Mutual Fund Holdings Overlap Calculator | MarketXLS

VRSAX Mutual Fund

NAV$16.57

AUM$3M

TER0.36%

Holdings12

See what you own twice

Check VRSAX against your other funds. Free for up to 5.

Check my overlap

VRSAX Mutual Fund

NAV$16.57

Voya Target Retirement 2060 Fund Class I

AUM$3M

TER0.36%

Holdings12

See what you own twice

Check VRSAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

VRSAX Mutual Fund Overlap Analysis

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

VRSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VRSAX may share significant positions with broad-market funds.

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