VSCRX Mutual Fund
NAV$53.15
AUM$451M
TER0.92%
Holdings27
VSCRX Mutual Fund
NAV$53.15
Virtus KAR Small-Cap Core Fund R6
AUM$451M
TER0.92%
Holdings27

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VSCRX Mutual Fund Overlap Analysis
VSCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, VSCRX may share significant positions with broad-market funds.
VSCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSCRX tax-loss harvesting finds highly correlated but non-identical funds.