VTRQX Mutual Fund Analysis & Holdings | MarketXLS

VTRQX Mutual Fund

NAV$17.83

AUM$53M

TER0.61%

Holdings12

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VTRQX Mutual Fund

NAV$17.83

Voya Target Retirement 2055 Fund Class A

AUM$53M

TER0.61%

Holdings12

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

VTRQX Mutual Fund Overlap Analysis

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

VTRQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, VTRQX may share significant positions with broad-market funds.

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