VADCX Mutual Fund
VADCX Mutual Fund
NAV$76.74
TER1.27%
Holdings506
See how much of VADCX you already own
VADCX Mutual Fund
NAV$76.74
Invesco Equally-Weighted S&P 500 Fund Class C
TER1.27%
Holdings506
See how much of VADCX you already own
VADCX Mutual Fund Overlap Analysis
VADCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VADCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADCX may share significant positions with broad-market funds.
VADCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VADCX tax-loss harvesting finds highly correlated but non-identical funds.