VSEAX Mutual Fund
VSEAX Mutual Fund
NAV$36.21
AUM$301M
TER1.24%
Holdings111
See how much of VSEAX you already own
VSEAX Mutual Fund
NAV$36.21
JPMorgan Small Cap Equity Fund Class A
AUM$301M
TER1.24%
Holdings111
See how much of VSEAX you already own
VSEAX Mutual Fund Overlap Analysis
VSEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, VSEAX may share significant positions with broad-market funds.
VSEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSEAX tax-loss harvesting finds highly correlated but non-identical funds.