VGINX Mutual Fund
VGINX Mutual Fund
NAV$104.17
AUM$2.3B
TER0.44%
Holdings90
See how much of VGINX you already own
VGINX Mutual Fund
NAV$104.17
JPMorgan US Value Fund Class R6
AUM$2.3B
TER0.44%
Holdings90
See how much of VGINX you already own
VGINX Mutual Fund Overlap Analysis
VGINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, VGINX may share significant positions with broad-market funds.
VGINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGINX tax-loss harvesting finds highly correlated but non-identical funds.