VELAX Mutual Fund Analysis & Holdings | MarketXLS

VELAX Mutual Fund

NAV$17.68

AUM$411,176.79

TER1.27%

Holdings120

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VELAX Mutual Fund

NAV$17.68

VELA Large Cap Plus Fund Class A

AUM$411,176.79

TER1.27%

Holdings120

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare VELAX 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 VELAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VELAX Mutual Fund Overlap Analysis

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

VELAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, VELAX may share significant positions with broad-market funds.

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