VTRBX Mutual Fund Analysis & Holdings | MarketXLS

VTRBX Mutual Fund

NAV$12.22

TER0.25%

Holdings11

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VTRBX Mutual Fund

NAV$12.22

Voya Target Retirement 2070 Fund Class R6

TER0.25%

Holdings11

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

VTRBX Mutual Fund Overlap Analysis

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

VTRBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, VTRBX may share significant positions with broad-market funds.

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