VSRAX Mutual Fund
VSRAX Mutual Fund
NAV$32.23
TER1.35%
Holdings110
VSRAX Mutual Fund
NAV$32.23
Invesco Small Cap Value Fund Class R
TER1.35%
Holdings110
VSRAX Mutual Fund Overlap Analysis
VSRAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 110 holdings, VSRAX may share significant positions with broad-market funds.
VSRAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSRAX tax-loss harvesting finds highly correlated but non-identical funds.