VSVNX Mutual Fund Analysis & Holdings | MarketXLS

VSVNX Mutual Fund

NAV$36.24

AUM$3.5B

TER0.08%

Holdings7

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VSVNX Mutual Fund

NAV$36.24

Vanguard Target Retirement 2070 Fund Investor Class

AUM$3.5B

TER0.08%

Holdings7

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

VSVNX Mutual Fund Overlap Analysis

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

VSVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, VSVNX may share significant positions with broad-market funds.

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