VSCOX Mutual Fund

NAV$32.40

AUM$539M

TER1.24%

Holdings238

VSCOX Mutual Fund

NAV$32.40

JPMorgan Small Cap Blend Fund Class A

AUM$539M

TER1.24%

Holdings238

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VSCOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VSCOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VSCOX Mutual Fund Overlap Analysis

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

VSCOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 238 holdings, VSCOX may share significant positions with broad-market funds.

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