VRREX Mutual Fund
VRREX Mutual Fund
NAV$21.08
AUM$156M
TER0.79%
Holdings31
See how much of VRREX you already own
VRREX Mutual Fund
NAV$21.08
Virtus Duff & Phelps Real Estate Securities Fund R6
AUM$156M
TER0.79%
Holdings31
See how much of VRREX you already own
VRREX Mutual Fund Overlap Analysis
VRREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VRREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, VRREX may share significant positions with broad-market funds.
VRREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VRREX tax-loss harvesting finds highly correlated but non-identical funds.