VGRIX Mutual Fund
VGRIX Mutual Fund
NAV$96.16
AUM$1.7B
TER0.94%
Holdings90
See how much of VGRIX you already own
VGRIX Mutual Fund
NAV$96.16
JPMorgan US Value Fund Class A
AUM$1.7B
TER0.94%
Holdings90
See how much of VGRIX you already own
VGRIX Mutual Fund Overlap Analysis
VGRIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, VGRIX may share significant positions with broad-market funds.
VGRIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGRIX tax-loss harvesting finds highly correlated but non-identical funds.