VKSEX Mutual Fund

NAV$10.39

AUM$117,483.1

TER1.92%

Holdings31

VKSEX Mutual Fund

NAV$10.39

Virtus KAR Small-Mid Cap Value Fund Class C

AUM$117,483.1

TER1.92%

Holdings31

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Holdings Overlap Analysis

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

VKSEX Mutual Fund Overlap Analysis

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

VKSEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VKSEX may share significant positions with broad-market funds.

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