VPISX Mutual Fund
NAV$21.30
AUM$11M
TER0.50%
Holdings10
VPISX Mutual Fund
NAV$21.30
Voya Index Solution 2060 Portfolio Class S
AUM$11M
TER0.50%
Holdings10
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VPISX Mutual Fund Overlap Analysis
VPISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VPISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, VPISX may share significant positions with broad-market funds.
VPISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VPISX tax-loss harvesting finds highly correlated but non-identical funds.