VIDAX Mutual Fund Analysis & Holdings | MarketXLS

VIDAX Mutual Fund

NAV$10.40

AUM$74M

TER0.86%

Holdings108

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VIDAX Mutual Fund

NAV$10.40

Nomura Tax-Free Idaho Fund Class A

AUM$74M

TER0.86%

Holdings108

See inside every fund you own

$45/quarter 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 VIDAX 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 VIDAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 108 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.