VTRSX Mutual Fund Analysis & Holdings | MarketXLS

VTRSX Mutual Fund

NAV$16.37

AUM$6M

TER0.65%

Holdings12

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VTRSX Mutual Fund

NAV$16.37

Voya Target Retirement 2060 Fund Class A

AUM$6M

TER0.65%

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

VTRSX Mutual Fund Overlap Analysis

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

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

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