VSENX Mutual Fund
NAV$52.00
AUM$1.3B
TER0.74%
Holdings111
VSENX Mutual Fund
NAV$52.00
JPMorgan Small Cap Equity Fund Class R6
AUM$1.3B
TER0.74%
Holdings111
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VSENX Mutual Fund Overlap Analysis
VSENX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSENX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, VSENX may share significant positions with broad-market funds.
VSENX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSENX tax-loss harvesting finds highly correlated but non-identical funds.