VSPMX Mutual Fund
NAV$513.62
AUM$2.0B
TER0.03%
Holdings815
VSPMX Mutual Fund
NAV$513.62
Vanguard S&P Mid-Cap 400 Index Fund Institutional Class
AUM$2.0B
TER0.03%
Holdings815
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VSPMX Mutual Fund Overlap Analysis
VSPMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSPMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 815 holdings, VSPMX may share significant positions with broad-market funds.
VSPMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSPMX tax-loss harvesting finds highly correlated but non-identical funds.