VSZIX Mutual Fund

NAV$21.76

AUM$583M

TER0.18%

Holdings10

VSZIX Mutual Fund

NAV$21.76

Voya Index Solution 2060 Portfolio Class Z

AUM$583M

TER0.18%

Holdings10

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Holdings Overlap Analysis

Compare VSZIX 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 VSZIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VSZIX Mutual Fund Overlap Analysis

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

VSZIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, VSZIX may share significant positions with broad-market funds.

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