VBFIX Mutual Fund

NAV$18.98

AUM$6M

TER0.86%

Holdings10

VBFIX Mutual Fund

NAV$18.98

Victory Strategic Allocation Fund Class I

AUM$6M

TER0.86%

Holdings10

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Holdings Overlap Analysis

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

VBFIX Mutual Fund Overlap Analysis

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

VBFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, VBFIX may share significant positions with broad-market funds.

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