VIOAX Mutual Fund
VIOAX Mutual Fund
NAV$10.00
AUM$157,696.12
TER1.09%
Holdings125
See how much of VIOAX you already own
VIOAX Mutual Fund
NAV$10.00
VELA Income Opportunities Fund Class A
AUM$157,696.12
TER1.09%
Holdings125
See how much of VIOAX you already own
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 125 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.