VILLX Mutual Fund
VILLX Mutual Fund
NAV$17.72
AUM$61M
TER0.80%
Holdings62
See how much of VILLX you already own
VILLX Mutual Fund
NAV$17.72
Villere Balanced Fund
AUM$61M
TER0.80%
Holdings62
See how much of VILLX you already own
VILLX Mutual Fund Overlap Analysis
VILLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VILLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, VILLX may share significant positions with broad-market funds.
VILLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VILLX tax-loss harvesting finds highly correlated but non-identical funds.