VAAGX Mutual Fund
VAAGX Mutual Fund
NAV$32.23
AUM$2M
TER0.65%
Holdings66
See how much of VAAGX you already own
VAAGX Mutual Fund
NAV$32.23
Virtus NFJ Large Cap Value Fund Class R6
AUM$2M
TER0.65%
Holdings66
See how much of VAAGX you already own
VAAGX Mutual Fund Overlap Analysis
VAAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, VAAGX may share significant positions with broad-market funds.
VAAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAAGX tax-loss harvesting finds highly correlated but non-identical funds.