VFPIX Mutual Fund
VFPIX Mutual Fund
NAV$20.66
AUM$73M
TER1.22%
Holdings30
See how much of VFPIX you already own
VFPIX Mutual Fund
NAV$20.66
Private Capital Management Value Fund Class I
AUM$73M
TER1.22%
Holdings30
See how much of VFPIX you already own
VFPIX Mutual Fund Overlap Analysis
VFPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VFPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, VFPIX may share significant positions with broad-market funds.
VFPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VFPIX tax-loss harvesting finds highly correlated but non-identical funds.