VSFCX Mutual Fund
VSFCX Mutual Fund
NAV$26.44
AUM$5M
TER1.96%
Holdings202
See how much of VSFCX you already own
VSFCX Mutual Fund
NAV$26.44
Federated Hermes MDT Small Cap Value Fund Class C
AUM$5M
TER1.96%
Holdings202
See how much of VSFCX you already own
VSFCX Mutual Fund Overlap Analysis
VSFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 202 holdings, VSFCX may share significant positions with broad-market funds.
VSFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSFCX tax-loss harvesting finds highly correlated but non-identical funds.