VANTX Mutual Fund
VANTX Mutual Fund
NAV$6.37
AUM$121M
TER0.55%
Holdings217
See how much of VANTX you already own
VANTX Mutual Fund
NAV$6.37
JPMorgan New York Tax Free Bond Fund Class A
AUM$121M
TER0.55%
Holdings217
See how much of VANTX you already own
VANTX Mutual Fund Overlap Analysis
VANTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VANTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, VANTX may share significant positions with broad-market funds.
VANTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VANTX tax-loss harvesting finds highly correlated but non-identical funds.