VANTX Mutual Fund

NAV$6.37

AUM$121M

TER0.55%

Holdings217

VANTX Mutual Fund

NAV$6.37

JPMorgan New York Tax Free Bond Fund Class A

AUM$121M

TER0.55%

Holdings217

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VANTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VANTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.