VMTIX Mutual Fund
VMTIX Mutual Fund
NAV$8.81
AUM$11M
TER0.73%
Holdings77
See how much of VMTIX you already own
VMTIX Mutual Fund
NAV$8.81
Viking Tax-Free Fund for Montana Class I
AUM$11M
TER0.73%
Holdings77
See how much of VMTIX you already own
VMTIX Mutual Fund Overlap Analysis
VMTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VMTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, VMTIX may share significant positions with broad-market funds.
VMTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VMTIX tax-loss harvesting finds highly correlated but non-identical funds.