VSFIX Mutual Fund
VSFIX Mutual Fund
NAV$30.69
AUM$85M
TER0.89%
Holdings202
Do a full portfolio x-ray with VSFIX
VSFIX Mutual Fund
NAV$30.69
Federated Hermes MDT Small Cap Value Fund Institutional Class
AUM$85M
TER0.89%
Holdings202
Do a full portfolio x-ray with VSFIX
VSFIX Mutual Fund Overlap Analysis
VSFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 202 holdings, VSFIX may share significant positions with broad-market funds.
VSFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSFIX tax-loss harvesting finds highly correlated but non-identical funds.