VSOYX Mutual Fund
VSOYX Mutual Fund
NAV$54.07
AUM$28M
TER0.95%
Holdings108
See how much of VSOYX you already own
VSOYX Mutual Fund
NAV$54.07
Victory Sycamore Small Company Opportunity Fund Class Y
AUM$28M
TER0.95%
Holdings108
See how much of VSOYX you already own
VSOYX Mutual Fund Overlap Analysis
VSOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, VSOYX may share significant positions with broad-market funds.
VSOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSOYX tax-loss harvesting finds highly correlated but non-identical funds.