VEVRX Mutual Fund Analysis & Holdings | MarketXLS

VEVRX Mutual Fund

NAV$52.31

AUM$9.3B

TER0.54%

Holdings78

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VEVRX Mutual Fund

NAV$52.31

Victory Sycamore Established Value Fund Class R6

AUM$9.3B

TER0.54%

Holdings78

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

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.