VUSRX Mutual Fund
VUSRX Mutual Fund
NAV$9.68
TER1.14%
Holdings644
See how much of VUSRX you already own
VUSRX Mutual Fund
NAV$9.68
Invesco Quality Income Fund Class R
TER1.14%
Holdings644
See how much of VUSRX you already own
VUSRX Mutual Fund Overlap Analysis
VUSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VUSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 644 holdings, VUSRX may share significant positions with broad-market funds.
VUSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VUSRX tax-loss harvesting finds highly correlated but non-identical funds.