VGELX Mutual Fund
VGELX Mutual Fund
NAV$111.47
AUM$5.2B
TER0.37%
Holdings46
VGELX Mutual Fund
NAV$111.47
Vanguard Energy Opportunities Fund Admiral Shares
AUM$5.2B
TER0.37%
Holdings46
VGELX Mutual Fund Overlap Analysis
VGELX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGELX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, VGELX may share significant positions with broad-market funds.
VGELX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGELX tax-loss harvesting finds highly correlated but non-identical funds.