VSFSX Mutual Fund
VSFSX Mutual Fund
NAV$30.43
AUM$12M
TER0.82%
Holdings202
See how much of VSFSX you already own
VSFSX Mutual Fund
NAV$30.43
Federated Hermes MDT Small Cap Value Fund Class R6
AUM$12M
TER0.82%
Holdings202
See how much of VSFSX you already own
VSFSX Mutual Fund Overlap Analysis
VSFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 202 holdings, VSFSX may share significant positions with broad-market funds.
VSFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSFSX tax-loss harvesting finds highly correlated but non-identical funds.