VTRTX Mutual Fund

NAV$12.16

TER0.32%

Holdings11

See how much of VTRTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

VTRTX Mutual Fund

NAV$12.16

Voya Target Retirement 2070 Fund Class I

TER0.32%

Holdings11

See how much of VTRTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VTRTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VTRTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTRTX Mutual Fund Overlap Analysis

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

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

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