VGIFX Mutual Fund
VGIFX Mutual Fund
NAV$105.93
AUM$77M
TER0.54%
Holdings90
See how much of VGIFX you already own
VGIFX Mutual Fund
NAV$105.93
JPMorgan US Value Fund Class R5
AUM$77M
TER0.54%
Holdings90
See how much of VGIFX you already own
VGIFX Mutual Fund Overlap Analysis
VGIFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGIFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, VGIFX may share significant positions with broad-market funds.
VGIFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGIFX tax-loss harvesting finds highly correlated but non-identical funds.