VRMGX Mutual Fund
VRMGX Mutual Fund
NAV$41.38
AUM$32M
TER0.83%
Holdings32
See how much of VRMGX you already own
VRMGX Mutual Fund
NAV$41.38
Virtus KAR Mid-Cap Growth Fund Class R6
AUM$32M
TER0.83%
Holdings32
See how much of VRMGX you already own
VRMGX Mutual Fund Overlap Analysis
VRMGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VRMGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, VRMGX may share significant positions with broad-market funds.
VRMGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRMGX tax-loss harvesting finds highly correlated but non-identical funds.