VMTTX Mutual Fund

NAV$9.05

AUM$43M

TER0.98%

Holdings79

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VMTTX Mutual Fund

NAV$9.05

Viking Tax-Free Fund for Montana Class A

AUM$43M

TER0.98%

Holdings79

See inside every fund you own

$99/yr 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 VMTTX 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 VMTTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.