VSFIX Mutual Fund

NAV$30.37

AUM$84M

TER0.89%

Holdings202

See how much of VSFIX you already own

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VSFIX Mutual Fund

NAV$30.37

Federated Hermes MDT Small Cap Value Fund Institutional Class

AUM$84M

TER0.89%

Holdings202

See how much of VSFIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare VSFIX 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 VSFIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.