VSHEX Mutual Fund Analysis & Holdings | MarketXLS

VSHEX Mutual Fund

NAV$8.72

AUM$114,523.55

TER1.25%

Holdings80

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VSHEX Mutual Fund

NAV$8.72

Virtus Stone Harbor Local Markets Fund Class A

AUM$114,523.55

TER1.25%

Holdings80

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

VSHEX Mutual Fund Overlap Analysis

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

VSHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VSHEX may share significant positions with broad-market funds.

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