VMGIX Mutual Fund Analysis & Holdings | MarketXLS

VMGIX Mutual Fund

NAV$120.57

AUM$471M

TER0.19%

Holdings136

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VMGIX Mutual Fund

NAV$120.57

Vanguard Mid-Cap Growth Index Fund Investor Shares

AUM$471M

TER0.19%

Holdings136

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

VMGIX Mutual Fund Overlap Analysis

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

VMGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, VMGIX may share significant positions with broad-market funds.

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