VTRVX Mutual Fund

NAV$11.97

AUM$64M

TER0.63%

Holdings12

See how much of VTRVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

VTRVX Mutual Fund

NAV$11.97

Voya Target In-Retirement Fund Class A

AUM$64M

TER0.63%

Holdings12

See how much of VTRVX 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 VTRVX 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 VTRVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTRVX Mutual Fund Overlap Analysis

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

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

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