VSSVX Mutual Fund
NAV$11.52
AUM$179M
TER0.79%
Holdings111
VSSVX Mutual Fund
NAV$11.52
VALIC Company I Small Cap Special Values Fund
AUM$179M
TER0.79%
Holdings111

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VSSVX Mutual Fund Overlap Analysis
VSSVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VSSVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 111 holdings, VSSVX may share significant positions with broad-market funds.
VSSVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSSVX tax-loss harvesting finds highly correlated but non-identical funds.