VSFAX Mutual Fund Analysis & Holdings | MarketXLS

VSFAX Mutual Fund

NAV$30.22

AUM$57M

TER1.14%

Holdings202

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VSFAX Mutual Fund

NAV$30.22

Federated Hermes MDT Small Cap Value Fund Class A

AUM$57M

TER1.14%

Holdings202

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

VSFAX Mutual Fund Overlap Analysis

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

VSFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 202 holdings, VSFAX may share significant positions with broad-market funds.

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