VINRX Mutual Fund Analysis & Holdings | MarketXLS

VINRX Mutual Fund

NAV$6.41

AUM$164M

TER0.35%

Holdings217

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VINRX Mutual Fund

NAV$6.41

JPMorgan New York Tax Free Bond Fund Class R6

AUM$164M

TER0.35%

Holdings217

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 VINRX 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 VINRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VINRX Mutual Fund Overlap Analysis

VINRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VINRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, VINRX may share significant positions with broad-market funds.

VINRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VINRX tax-loss harvesting finds highly correlated but non-identical funds.