VCGRX Mutual Fund
VCGRX Mutual Fund
NAV$23.06
AUM$40M
TER0.73%
Holdings31
See how much of VCGRX you already own
VCGRX Mutual Fund
NAV$23.06
Virtus KAR Capital Growth Fund Class R6
AUM$40M
TER0.73%
Holdings31
See how much of VCGRX you already own
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.