VTAUX Mutual Fund Holdings Overlap Calculator | MarketXLS

VTAUX Mutual Fund

NAV$14.45

AUM$6M

TER0.59%

Holdings10

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VTAUX Mutual Fund

NAV$14.45

Voya Target Retirement 2065 Fund Class A

AUM$6M

TER0.59%

Holdings10

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

VTAUX Mutual Fund Overlap Analysis

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

VTAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, VTAUX may share significant positions with broad-market funds.

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