VADRX Mutual Fund
VADRX Mutual Fund
NAV$80.13
TER0.78%
Holdings506
See how much of VADRX you already own
VADRX Mutual Fund
NAV$80.13
Invesco Equally-Weighted S&P 500 Fund Class R
TER0.78%
Holdings506
See how much of VADRX you already own
VADRX Mutual Fund Overlap Analysis
VADRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VADRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 506 holdings, VADRX may share significant positions with broad-market funds.
VADRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VADRX tax-loss harvesting finds highly correlated but non-identical funds.