VYSGX Mutual Fund
VYSGX Mutual Fund
NAV$16.92
AUM$29M
TER0.92%
Holdings168
VYSGX Mutual Fund
NAV$16.92
Voya Small Company Fund Class W
AUM$29M
TER0.92%
Holdings168
VYSGX Mutual Fund Overlap Analysis
VYSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VYSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 168 holdings, VYSGX may share significant positions with broad-market funds.
VYSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VYSGX tax-loss harvesting finds highly correlated but non-identical funds.