VTROX Mutual Fund
NAV$17.77
AUM$8M
TER0.62%
Holdings12
VTROX Mutual Fund
NAV$17.77
Voya Target Retirement 2050 Fund Class A
AUM$8M
TER0.62%
Holdings12
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VTROX Mutual Fund Overlap Analysis
VTROX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VTROX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VTROX may share significant positions with broad-market funds.
VTROX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTROX tax-loss harvesting finds highly correlated but non-identical funds.