VNVNX Mutual Fund
VNVNX Mutual Fund
NAV$22.08
AUM$66M
TER0.80%
Holdings58
VNVNX Mutual Fund
NAV$22.08
Vaughan Nelson Mid Cap Fund Class N
AUM$66M
TER0.80%
Holdings58
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.