VSHAX Mutual Fund
VSHAX Mutual Fund
NAV$8.03
AUM$299,088.53
TER1.14%
Holdings177
See how much of VSHAX you already own
VSHAX Mutual Fund
NAV$8.03
Virtus Stone Harbor Emerging Markets Bond Fund Class A
AUM$299,088.53
TER1.14%
Holdings177
See how much of VSHAX you already own
VSHAX Mutual Fund Overlap Analysis
VSHAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, VSHAX may share significant positions with broad-market funds.
VSHAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSHAX tax-loss harvesting finds highly correlated but non-identical funds.