VEDVX Mutual Fund

NAV$11.57

TER1.00%

Holdings3

VEDVX Mutual Fund

NAV$11.57

Venerable World Appreciation Allocation Fund Class V

TER1.00%

Holdings3

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VEDVX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VEDVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VEDVX Mutual Fund Overlap Analysis

VEDVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VEDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, VEDVX may share significant positions with broad-market funds.

VEDVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEDVX tax-loss harvesting finds highly correlated but non-identical funds.