VGRIX Mutual Fund

NAV$98.40

AUM$1.7B

TER0.94%

Holdings90

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$99/yr Pro · Cancel anytime

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VGRIX Mutual Fund

NAV$98.40

JPMorgan US Value Fund Class A

AUM$1.7B

TER0.94%

Holdings90

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VGRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VGRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.