VSVGX Mutual Fund
VSVGX Mutual Fund
NAV$24.96
AUM$7M
TER1.70%
Holdings74
VSVGX Mutual Fund
NAV$24.96
Victory Special Value Fund Class R
AUM$7M
TER1.70%
Holdings74
VSVGX Mutual Fund Overlap Analysis
VSVGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, VSVGX may share significant positions with broad-market funds.
VSVGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSVGX tax-loss harvesting finds highly correlated but non-identical funds.