VAKSX Mutual Fund

NAV$9.97

AUM$323,041.51

TER1.20%

Holdings28

VAKSX Mutual Fund

NAV$9.97

Virtus KAR Small-Mid Cap Growth Fund Class A

AUM$323,041.51

TER1.20%

Holdings28

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Holdings Overlap Analysis

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

VAKSX Mutual Fund Overlap Analysis

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

VAKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, VAKSX may share significant positions with broad-market funds.

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