VSFRX Mutual Fund Analysis & Holdings | MarketXLS

VSFRX Mutual Fund

NAV$29.15

AUM$14M

TER1.23%

Holdings202

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VSFRX Mutual Fund

NAV$29.15

Federated Hermes MDT Small Cap Value Fund Class R

AUM$14M

TER1.23%

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

VSFRX Mutual Fund Overlap Analysis

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

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

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