VEVCX Mutual Fund
VEVCX Mutual Fund
NAV$47.74
AUM$4M
TER1.70%
Holdings78
See how much of VEVCX you already own
VEVCX Mutual Fund
NAV$47.74
Victory Sycamore Established Value Fund Class C
AUM$4M
TER1.70%
Holdings78
See how much of VEVCX you already own
VEVCX Mutual Fund Overlap Analysis
VEVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, VEVCX may share significant positions with broad-market funds.
VEVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEVCX tax-loss harvesting finds highly correlated but non-identical funds.