VLPCX Mutual Fund

NAV$16.25

AUM$730,411.87

TER2.15%

Holdings26

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VLPCX Mutual Fund

NAV$16.25

Virtus Duff & Phelps Select MLP and Energy Fund C

AUM$730,411.87

TER2.15%

Holdings26

See how much of VLPCX 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 VLPCX 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 VLPCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VLPCX Mutual Fund Overlap Analysis

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

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

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