VTRDX Mutual Fund
VTRDX Mutual Fund
NAV$12.69
AUM$69M
TER0.25%
Holdings14
See how much of VTRDX you already own
VTRDX Mutual Fund
NAV$12.69
Voya Target Retirement 2025 Fund Class R6
AUM$69M
TER0.25%
Holdings14
See how much of VTRDX you already own
VTRDX Mutual Fund Overlap Analysis
VTRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VTRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, VTRDX may share significant positions with broad-market funds.
VTRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTRDX tax-loss harvesting finds highly correlated but non-identical funds.