VUSSX Mutual Fund Analysis & Holdings | MarketXLS

VUSSX Mutual Fund

NAV$9.76

AUM$19M

TER0.54%

Holdings644

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VUSSX Mutual Fund

NAV$9.76

Invesco Quality Income Fund Class R6

AUM$19M

TER0.54%

Holdings644

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VUSSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VUSSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VUSSX Mutual Fund Overlap Analysis

VUSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VUSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 644 holdings, VUSSX may share significant positions with broad-market funds.

VUSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VUSSX tax-loss harvesting finds highly correlated but non-identical funds.