VIOAX Mutual Fund Holdings Overlap Calculator | MarketXLS

VIOAX Mutual Fund

NAV$10.40

AUM$90,214.25

TER1.09%

Holdings124

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VIOAX Mutual Fund

NAV$10.40

VELA Income Opportunities Fund Class A

AUM$90,214.25

TER1.09%

Holdings124

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

VIOAX Mutual Fund Overlap Analysis

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

VIOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, VIOAX may share significant positions with broad-market funds.

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