VAABX Mutual Fund
VAABX Mutual Fund
NAV$17.42
AUM$28M
TER1.03%
Holdings11
See how much of VAABX you already own
VAABX Mutual Fund
NAV$17.42
Virtus Duff & Phelps Real Asset Fund Class R6
AUM$28M
TER1.03%
Holdings11
See how much of VAABX you already own
VAABX Mutual Fund Overlap Analysis
VAABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, VAABX may share significant positions with broad-market funds.
VAABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAABX tax-loss harvesting finds highly correlated but non-identical funds.