VMFRX Mutual Fund

NAV$9.23

AUM$67M

TER0.60%

Holdings862

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VMFRX Mutual Fund

NAV$9.23

Virtus Newfleet Multi-Sector Intermediate Bond Fund R6

AUM$67M

TER0.60%

Holdings862

See how much of VMFRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

VMFRX Mutual Fund Overlap Analysis

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

VMFRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 862 holdings, VMFRX may share significant positions with broad-market funds.

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