VMTTX Mutual Fund
VMTTX Mutual Fund
NAV$8.98
AUM$43M
TER0.98%
Holdings79
See how much of VMTTX you already own
VMTTX Mutual Fund
NAV$8.98
Viking Tax-Free Fund for Montana Class A
AUM$43M
TER0.98%
Holdings79
See how much of VMTTX you already own
VMTTX Mutual Fund Overlap Analysis
VMTTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VMTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, VMTTX may share significant positions with broad-market funds.
VMTTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VMTTX tax-loss harvesting finds highly correlated but non-identical funds.