VSZGX Mutual Fund

NAV$26.92

AUM$958M

TER0.17%

Holdings11

VSZGX Mutual Fund

NAV$26.92

Voya Index Solution 2050 Portfolio Class Z

AUM$958M

TER0.17%

Holdings11

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

VSZGX Mutual Fund Overlap Analysis

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

VSZGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, VSZGX may share significant positions with broad-market funds.

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