VLPIX Mutual Fund
VLPIX Mutual Fund
NAV$19.58
AUM$22M
TER1.15%
Holdings26
See how much of VLPIX you already own
VLPIX Mutual Fund
NAV$19.58
Virtus Duff & Phelps Select MLP and Energy Fund I
AUM$22M
TER1.15%
Holdings26
See how much of VLPIX you already own
VLPIX Mutual Fund Overlap Analysis
VLPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VLPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VLPIX may share significant positions with broad-market funds.
VLPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VLPIX tax-loss harvesting finds highly correlated but non-identical funds.