VGREX Mutual Fund
VGREX Mutual Fund
NAV$7.70
AUM$322M
TER0.90%
Holdings89
See how much of VGREX you already own
VGREX Mutual Fund
NAV$7.70
VALIC Company I Global Real Estate Fund
AUM$322M
TER0.90%
Holdings89
See how much of VGREX you already own
VGREX Mutual Fund Overlap Analysis
VGREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, VGREX may share significant positions with broad-market funds.
VGREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGREX tax-loss harvesting finds highly correlated but non-identical funds.