VSZJX Mutual Fund
VSZJX Mutual Fund
NAV$11.12
AUM$437M
TER0.17%
Holdings12
See how much of VSZJX you already own
VSZJX Mutual Fund
NAV$11.12
VOYA INDEX SOLUTION INCOME PORTFOLIO CL Z
AUM$437M
TER0.17%
Holdings12
See how much of VSZJX you already own
VSZJX Mutual Fund Overlap Analysis
VSZJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSZJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VSZJX may share significant positions with broad-market funds.
VSZJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSZJX tax-loss harvesting finds highly correlated but non-identical funds.