VAPPX Mutual Fund
VAPPX Mutual Fund
NAV$24.65
AUM$426M
TER0.73%
Holdings65
VAPPX Mutual Fund
NAV$24.65
VALIC Company I Capital Appreciation Fund
AUM$426M
TER0.73%
Holdings65
VAPPX Mutual Fund Overlap Analysis
VAPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, VAPPX may share significant positions with broad-market funds.
VAPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAPPX tax-loss harvesting finds highly correlated but non-identical funds.