VVAVX Mutual Fund
VVAVX Mutual Fund
NAV$12.59
TER0.68%
Holdings1,938
VVAVX Mutual Fund
NAV$12.59
Venerable Small Cap Index Fund Class V
TER0.68%
Holdings1,938
VVAVX Mutual Fund Overlap Analysis
VVAVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVAVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1938 holdings, VVAVX may share significant positions with broad-market funds.
VVAVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVAVX tax-loss harvesting finds highly correlated but non-identical funds.