VADFX Mutual Fund
VADFX Mutual Fund
NAV$86.03
AUM$1.0B
TER0.18%
Holdings506
See how much of VADFX you already own
VADFX Mutual Fund
NAV$86.03
Invesco Equally-Weighted S&P 500 Fund Cl R6
AUM$1.0B
TER0.18%
Holdings506
See how much of VADFX you already own
VADFX Mutual Fund Overlap Analysis
VADFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VADFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADFX may share significant positions with broad-market funds.
VADFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VADFX tax-loss harvesting finds highly correlated but non-identical funds.