VPGDX Mutual Fund
VPGDX Mutual Fund
NAV$15.72
AUM$1.1B
TER0.27%
Holdings16
See how much of VPGDX you already own
VPGDX Mutual Fund
NAV$15.72
Vanguard Managed Payout Fund Investor Shs
AUM$1.1B
TER0.27%
Holdings16
See how much of VPGDX you already own
VPGDX Mutual Fund Overlap Analysis
VPGDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VPGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, VPGDX may share significant positions with broad-market funds.
VPGDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VPGDX tax-loss harvesting finds highly correlated but non-identical funds.