VCKSX Mutual Fund
NAV$10.02
AUM$15,939.74
TER1.95%
Holdings28
VCKSX Mutual Fund
NAV$10.02
Virtus KAR Small-Mid Cap Growth Fund Class C
AUM$15,939.74
TER1.95%
Holdings28

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VCKSX Mutual Fund Overlap Analysis
VCKSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VCKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, VCKSX may share significant positions with broad-market funds.
VCKSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VCKSX tax-loss harvesting finds highly correlated but non-identical funds.