VVISX Mutual Fund
NAV$13.59
AUM$54M
TER1.00%
Holdings27
VVISX Mutual Fund
NAV$13.59
Vulcan Value Partners Small Cap Fund Institutional Class
AUM$54M
TER1.00%
Holdings27

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VVISX Mutual Fund Overlap Analysis
VVISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, VVISX may share significant positions with broad-market funds.
VVISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVISX tax-loss harvesting finds highly correlated but non-identical funds.