VVILX Mutual Fund
VVILX Mutual Fund
NAV$31.34
AUM$120M
TER0.85%
Holdings26
See how much of VVILX you already own
VVILX Mutual Fund
NAV$31.34
Vulcan Value Partners Fund Institutional Class
AUM$120M
TER0.85%
Holdings26
See how much of VVILX you already own
VVILX Mutual Fund Overlap Analysis
VVILX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVILX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VVILX may share significant positions with broad-market funds.
VVILX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVILX tax-loss harvesting finds highly correlated but non-identical funds.