VEIPX Mutual Fund
VEIPX Mutual Fund
NAV$49.70
AUM$5.2B
TER0.26%
Holdings217
See how much of VEIPX you already own
VEIPX Mutual Fund
NAV$49.70
Vanguard Equity Income Fund Investor class
AUM$5.2B
TER0.26%
Holdings217
See how much of VEIPX you already own
VEIPX Mutual Fund Overlap Analysis
VEIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, VEIPX may share significant positions with broad-market funds.
VEIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEIPX tax-loss harvesting finds highly correlated but non-identical funds.