VMATX Mutual Fund Analysis & Holdings | MarketXLS

VMATX Mutual Fund

NAV$10.03

AUM$3.7B

TER0.09%

Holdings1,012

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

VMATX Mutual Fund

NAV$10.03

Vanguard Massachusetts Tax-Exempt Fund

AUM$3.7B

TER0.09%

Holdings1,012

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 VMATX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VMATX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VMATX Mutual Fund Overlap Analysis

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

VMATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1012 holdings, VMATX may share significant positions with broad-market funds.

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