VGSAX Mutual Fund
NAV$41.84
AUM$15M
TER1.24%
Holdings54
VGSAX Mutual Fund
NAV$41.84
Virtus Duff & Phelps Global Real Estate Securities Fund A
AUM$15M
TER1.24%
Holdings54

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VGSAX Mutual Fund Overlap Analysis
VGSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, VGSAX may share significant positions with broad-market funds.
VGSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGSAX tax-loss harvesting finds highly correlated but non-identical funds.