VLPAX Mutual Fund

NAV$19.81

AUM$31M

TER1.40%

Holdings26

See how much of VLPAX you already own

Just $25 once·$69/mo·Download sample

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VLPAX Mutual Fund

NAV$19.81

Virtus Duff & Phelps Select MLP and Energy Fund A

AUM$31M

TER1.40%

Holdings26

See how much of VLPAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

VLPAX Mutual Fund Overlap Analysis

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

VLPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VLPAX may share significant positions with broad-market funds.

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