VARBX Mutual Fund

NAV$10.82

AUM$1.6B

TER1.75%

Holdings180

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VARBX Mutual Fund

NAV$10.82

First Trust Merger Arbitrage Fund Class I

AUM$1.6B

TER1.75%

Holdings180

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare VARBX 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 VARBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VARBX Mutual Fund Overlap Analysis

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

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

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