VMAVX Mutual Fund

NAV$11.38

TER0.89%

Holdings4

VMAVX Mutual Fund

NAV$11.38

Venerable Moderate Allocation Fund Class V

TER0.89%

Holdings4

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

Holdings Overlap Analysis

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

VMAVX Mutual Fund Overlap Analysis

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

VMAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, VMAVX may share significant positions with broad-market funds.

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