VEFVX Mutual Fund
VEFVX Mutual Fund
NAV$11.75
TER0.65%
Holdings808
See how much of VEFVX you already own
VEFVX Mutual Fund
NAV$11.75
Venerable Mid Cap Index Fund Class V
TER0.65%
Holdings808
See how much of VEFVX you already own
VEFVX Mutual Fund Overlap Analysis
VEFVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 808 holdings, VEFVX may share significant positions with broad-market funds.
VEFVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEFVX tax-loss harvesting finds highly correlated but non-identical funds.