VMCCX Mutual Fund
VMCCX Mutual Fund
NAV$46.43
AUM$47M
TER1.95%
Holdings30
See how much of VMCCX you already own
VMCCX Mutual Fund
NAV$46.43
Virtus KAR Mid-Cap Core Fund C
AUM$47M
TER1.95%
Holdings30
See how much of VMCCX you already own
VMCCX Mutual Fund Overlap Analysis
VMCCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VMCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, VMCCX may share significant positions with broad-market funds.
VMCCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VMCCX tax-loss harvesting finds highly correlated but non-identical funds.