VSNGX Mutual Fund
VSNGX Mutual Fund
NAV$67.52
AUM$487M
TER0.84%
Holdings213
See how much of VSNGX you already own
VSNGX Mutual Fund
NAV$67.52
JPMorgan Mid Cap Equity Fund Class I
AUM$487M
TER0.84%
Holdings213
See how much of VSNGX you already own
VSNGX Mutual Fund Overlap Analysis
VSNGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSNGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 213 holdings, VSNGX may share significant positions with broad-market funds.
VSNGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSNGX tax-loss harvesting finds highly correlated but non-identical funds.