VSNGX Mutual Fund
VSNGX Mutual Fund
NAV$72.20
AUM$546M
TER0.84%
Holdings191
VSNGX Mutual Fund
NAV$72.20
JPMorgan Mid Cap Equity Fund Class I
AUM$546M
TER0.84%
Holdings191
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 191 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.