VCGRX Mutual Fund
NAV$23.70
AUM$36M
TER0.73%
Holdings31
VCGRX Mutual Fund
NAV$23.70
Virtus KAR Capital Growth Fund Class R6
AUM$36M
TER0.73%
Holdings31
VCGRX Mutual Fund Overlap Analysis
VCGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VCGRX may share significant positions with broad-market funds.
VCGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VCGRX tax-loss harvesting finds highly correlated but non-identical funds.