VESDX Mutual Fund Analysis & Holdings | MarketXLS

VESDX Mutual Fund

NAV$10.04

AUM$47M

TER0.64%

Holdings126

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VESDX Mutual Fund

NAV$10.04

Vela Short Duration Fund Class I

AUM$47M

TER0.64%

Holdings126

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

VESDX Mutual Fund Overlap Analysis

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

VESDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 126 holdings, VESDX may share significant positions with broad-market funds.

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