VEDVX Mutual Fund
VEDVX Mutual Fund
NAV$11.51
TER1.00%
Holdings3
See how much of VEDVX you already own
VEDVX Mutual Fund
NAV$11.51
Venerable World Appreciation Allocation Fund Class V
TER1.00%
Holdings3
See how much of VEDVX you already own
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.