VRSGX Mutual Fund
VRSGX Mutual Fund
NAV$18.18
AUM$36M
TER1.01%
Holdings28
See how much of VRSGX you already own
VRSGX Mutual Fund
NAV$18.18
Virtus KAR Small-Cap Growth Fund Class R6
AUM$36M
TER1.01%
Holdings28
See how much of VRSGX you already own
VRSGX Mutual Fund Overlap Analysis
VRSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VRSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, VRSGX may share significant positions with broad-market funds.
VRSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRSGX tax-loss harvesting finds highly correlated but non-identical funds.