VSCCX Mutual Fund
NAV$17.84
AUM$20M
TER1.74%
Holdings238
VSCCX Mutual Fund
NAV$17.84
JPMorgan Small Cap Blend Fund Class C
AUM$20M
TER1.74%
Holdings238
VSCCX Mutual Fund Overlap Analysis
VSCCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 238 holdings, VSCCX may share significant positions with broad-market funds.
VSCCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSCCX tax-loss harvesting finds highly correlated but non-identical funds.