VIDAX Mutual Fund
VIDAX Mutual Fund
NAV$9.76
AUM$74M
TER0.86%
Holdings120
See how much of VIDAX you already own
VIDAX Mutual Fund
NAV$9.76
Nomura Tax-Free Idaho Fund Class A
AUM$74M
TER0.86%
Holdings120
See how much of VIDAX you already own
VIDAX Mutual Fund Overlap Analysis
VIDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VIDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, VIDAX may share significant positions with broad-market funds.
VIDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VIDAX tax-loss harvesting finds highly correlated but non-identical funds.