VIDMX Mutual Fund
VIDMX Mutual Fund
NAV$11.40
AUM$472,162.52
TER1.08%
Holdings42
VIDMX Mutual Fund
NAV$11.40
Virtus KAR Developing Markets Fund Class I
AUM$472,162.52
TER1.08%
Holdings42
VIDMX Mutual Fund Overlap Analysis
VIDMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VIDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, VIDMX may share significant positions with broad-market funds.
VIDMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VIDMX tax-loss harvesting finds highly correlated but non-identical funds.