VSCAX Mutual Fund
VSCAX Mutual Fund
NAV$33.02
AUM$643M
TER1.10%
Holdings110
See how much of VSCAX you already own
VSCAX Mutual Fund
NAV$33.02
Invesco Small Cap Value Fund Class A
AUM$643M
TER1.10%
Holdings110
See how much of VSCAX you already own
VSCAX Mutual Fund Overlap Analysis
VSCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, VSCAX may share significant positions with broad-market funds.
VSCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSCAX tax-loss harvesting finds highly correlated but non-identical funds.