VSZEX Mutual Fund

NAV$24.63

AUM$1.1B

TER0.16%

Holdings12

VSZEX Mutual Fund

NAV$24.63

Voya Index Solution 2040 Portfolio Class Z

AUM$1.1B

TER0.16%

Holdings12

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Holdings Overlap Analysis

Compare VSZEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VSZEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VSZEX Mutual Fund Overlap Analysis

VSZEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VSZEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VSZEX may share significant positions with broad-market funds.

VSZEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VSZEX tax-loss harvesting finds highly correlated but non-identical funds.