VTTHX Mutual Fund
VTTHX Mutual Fund
NAV$30.17
AUM$130.0B
TER0.08%
Holdings7
VTTHX Mutual Fund
NAV$30.17
Vanguard Target Retirement 2035 Fund Investor Class
AUM$130.0B
TER0.08%
Holdings7
VTTHX Mutual Fund Overlap Analysis
VTTHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VTTHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7 holdings, VTTHX may share significant positions with broad-market funds.
VTTHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VTTHX tax-loss harvesting finds highly correlated but non-identical funds.