VDAFX Mutual Fund
VDAFX Mutual Fund
NAV$11.61
AUM$118M
TER0.83%
Holdings31
VDAFX Mutual Fund
NAV$11.61
VALIC Company I Dynamic Allocation Fund
AUM$118M
TER0.83%
Holdings31
VDAFX Mutual Fund Overlap Analysis
VDAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VDAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VDAFX may share significant positions with broad-market funds.
VDAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VDAFX tax-loss harvesting finds highly correlated but non-identical funds.