VEAVX Mutual Fund
VEAVX Mutual Fund
NAV$12.71
TER0.87%
Holdings858
VEAVX Mutual Fund
NAV$12.71
Venerable US Small Cap Fund Class V
TER0.87%
Holdings858
VEAVX Mutual Fund Overlap Analysis
VEAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 858 holdings, VEAVX may share significant positions with broad-market funds.
VEAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEAVX tax-loss harvesting finds highly correlated but non-identical funds.