VNVYX Mutual Fund
VNVYX Mutual Fund
NAV$21.53
AUM$302M
TER0.85%
Holdings58
See how much of VNVYX you already own
VNVYX Mutual Fund
NAV$21.53
Vaughan Nelson Mid Cap Fund Class Y
AUM$302M
TER0.85%
Holdings58
See how much of VNVYX you already own
VNVYX Mutual Fund Overlap Analysis
VNVYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VNVYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, VNVYX may share significant positions with broad-market funds.
VNVYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VNVYX tax-loss harvesting finds highly correlated but non-identical funds.