VVISX Mutual Fund

NAV$14.24

AUM$58M

TER1.00%

Holdings26

See how much of VVISX you already own

Just $25 once·$69/mo·Download sample

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VVISX Mutual Fund

NAV$14.24

Vulcan Value Partners Small Cap Fund Institutional Class

AUM$58M

TER1.00%

Holdings26

See how much of VVISX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

Compare VVISX 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 VVISX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VVISX Mutual Fund Overlap Analysis

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

VVISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VVISX may share significant positions with broad-market funds.

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