VINRX Mutual Fund
VINRX Mutual Fund
NAV$6.41
AUM$164M
TER0.35%
Holdings217
See how much of VINRX you already own
VINRX Mutual Fund
NAV$6.41
JPMorgan New York Tax Free Bond Fund Class R6
AUM$164M
TER0.35%
Holdings217
See how much of VINRX you already own
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.