VRGEX Mutual Fund

NAV$38.36

AUM$249M

TER0.87%

Holdings54

See how much of VRGEX you already own

Just $25 once·$99/mo·Download sample

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VRGEX Mutual Fund

NAV$38.36

Virtus Duff & Phelps Global Real Estate Securities Fund R6

AUM$249M

TER0.87%

Holdings54

See how much of VRGEX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VRGEX 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 VRGEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VRGEX Mutual Fund Overlap Analysis

VRGEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VRGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 54 holdings, VRGEX may share significant positions with broad-market funds.

VRGEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRGEX tax-loss harvesting finds highly correlated but non-identical funds.