VCESX Mutual Fund

NAV$16.17

AUM$1M

TER2.45%

Holdings43

VCESX Mutual Fund

NAV$16.17

Virtus KAR Emerging Markets Small-Cap Fund C

AUM$1M

TER2.45%

Holdings43

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

VCESX Mutual Fund Overlap Analysis

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

VCESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 43 holdings, VCESX may share significant positions with broad-market funds.

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