VAADX Mutual Fund
VAADX Mutual Fund
NAV$43.03
AUM$19M
TER0.62%
Holdings104
See how much of VAADX you already own
VAADX Mutual Fund
NAV$43.03
Virtus Convertible fund Class R6
AUM$19M
TER0.62%
Holdings104
See how much of VAADX you already own
VAADX Mutual Fund Overlap Analysis
VAADX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, VAADX may share significant positions with broad-market funds.
VAADX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAADX tax-loss harvesting finds highly correlated but non-identical funds.