VSSVX Mutual Fund
VSSVX Mutual Fund
NAV$10.96
AUM$174M
TER0.79%
Holdings103
See how much of VSSVX you already own
VSSVX Mutual Fund
NAV$10.96
VALIC Company I Small Cap Special Values Fund
AUM$174M
TER0.79%
Holdings103
See how much of VSSVX you already own
VSSVX Mutual Fund Overlap Analysis
VSSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 103 holdings, VSSVX may share significant positions with broad-market funds.
VSSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSSVX tax-loss harvesting finds highly correlated but non-identical funds.