VHIAX Mutual Fund
VHIAX Mutual Fund
NAV$39.12
AUM$4.8B
TER0.99%
Holdings85
See how much of VHIAX you already own
VHIAX Mutual Fund
NAV$39.12
JPMorgan Growth Advantage Fund Class A
AUM$4.8B
TER0.99%
Holdings85
See how much of VHIAX you already own
VHIAX Mutual Fund Overlap Analysis
VHIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VHIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, VHIAX may share significant positions with broad-market funds.
VHIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VHIAX tax-loss harvesting finds highly correlated but non-identical funds.