VNVNX Mutual Fund
VNVNX Mutual Fund
NAV$20.67
AUM$66M
TER0.80%
Holdings58
See how much of VNVNX you already own
VNVNX Mutual Fund
NAV$20.67
Vaughan Nelson Mid Cap Fund Class N
AUM$66M
TER0.80%
Holdings58
See how much of VNVNX you already own
VNVNX Mutual Fund Overlap Analysis
VNVNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VNVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, VNVNX may share significant positions with broad-market funds.
VNVNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VNVNX tax-loss harvesting finds highly correlated but non-identical funds.