VARAX Mutual Fund

NAV$10.60

AUM$61M

TER2.07%

Holdings180

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Just $25 once·$99/mo·Download sample

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VARAX Mutual Fund

NAV$10.60

First Trust Merger Arbitrage Fund Class A

AUM$61M

TER2.07%

Holdings180

See how much of VARAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

VARAX Mutual Fund Overlap Analysis

VARAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VARAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, VARAX may share significant positions with broad-market funds.

VARAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VARAX tax-loss harvesting finds highly correlated but non-identical funds.