VECRX Mutual Fund
VECRX Mutual Fund
NAV$24.50
AUM$15M
TER0.78%
Holdings39
VECRX Mutual Fund
NAV$24.50
Virtus KAR Equity Income Fund Class R6
AUM$15M
TER0.78%
Holdings39
VECRX Mutual Fund Overlap Analysis
VECRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VECRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, VECRX may share significant positions with broad-market funds.
VECRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VECRX tax-loss harvesting finds highly correlated but non-identical funds.