VAPPX Mutual Fund
VAPPX Mutual Fund
NAV$23.79
AUM$431M
TER0.73%
Holdings65
See how much of VAPPX you already own
VAPPX Mutual Fund
NAV$23.79
VALIC Company I Capital Appreciation Fund
AUM$431M
TER0.73%
Holdings65
See how much of VAPPX you already own
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.