VSCRX Mutual Fund
VSCRX Mutual Fund
NAV$53.47
AUM$451M
TER0.92%
Holdings27
See how much of VSCRX you already own
VSCRX Mutual Fund
NAV$53.47
Virtus KAR Small-Cap Core Fund R6
AUM$451M
TER0.92%
Holdings27
See how much of VSCRX you already own
VSCRX Mutual Fund Overlap Analysis
VSCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, VSCRX may share significant positions with broad-market funds.
VSCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSCRX tax-loss harvesting finds highly correlated but non-identical funds.