FVATX Mutual Fund
FVATX Mutual Fund
NAV$10.15
AUM$202M
TER0.74%
Holdings252
FVATX Mutual Fund
NAV$10.15
Nuveen Virginia Municipal Bond Fund Class A
AUM$202M
TER0.74%
Holdings252
FVATX Mutual Fund Overlap Analysis
FVATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FVATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, FVATX may share significant positions with broad-market funds.
FVATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FVATX tax-loss harvesting finds highly correlated but non-identical funds.