VMCCX Mutual Fund Holdings Overlap Calculator | MarketXLS

VMCCX Mutual Fund

NAV$50.30

AUM$50M

TER1.95%

Holdings30

See what you own twice

Check VMCCX against your other funds. Free for up to 5.

Check my overlap

VMCCX Mutual Fund

NAV$50.30

Virtus KAR Mid-Cap Core Fund C

AUM$50M

TER1.95%

Holdings30

See what you own twice

Check VMCCX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

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.