VEVRX Mutual Fund
VEVRX Mutual Fund
NAV$49.77
AUM$9.1B
TER0.54%
Holdings78
See how much of VEVRX you already own
VEVRX Mutual Fund
NAV$49.77
Victory Sycamore Established Value Fund Class R6
AUM$9.1B
TER0.54%
Holdings78
See how much of VEVRX you already own
VEVRX Mutual Fund Overlap Analysis
VEVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VEVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, VEVRX may share significant positions with broad-market funds.
VEVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VEVRX tax-loss harvesting finds highly correlated but non-identical funds.