VEITX Mutual Fund
VEITX Mutual Fund
NAV$17.17
AUM$80M
TER1.10%
Holdings55
VEITX Mutual Fund
NAV$17.17
VELA International Fund Class I
AUM$80M
TER1.10%
Holdings55
VEITX Mutual Fund Overlap Analysis
VEITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, VEITX may share significant positions with broad-market funds.
VEITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEITX tax-loss harvesting finds highly correlated but non-identical funds.