VMIXX Mutual Fund
NAV$1.00
AUM$2.7B
TER0.26%
Holdings235
VMIXX Mutual Fund
NAV$1.00
JPMorgan Prime Money Market Fund Agency Class
AUM$2.7B
TER0.26%
Holdings235
VMIXX Mutual Fund Overlap Analysis
VMIXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VMIXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 235 holdings, VMIXX may share significant positions with broad-market funds.
VMIXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VMIXX tax-loss harvesting finds highly correlated but non-identical funds.