VVOCX Mutual Fund
VVOCX Mutual Fund
NAV$24.86
TER1.77%
Holdings80
See how much of VVOCX you already own
VVOCX Mutual Fund
NAV$24.86
Invesco Value Opportunities Fund Class C
TER1.77%
Holdings80
See how much of VVOCX you already own
VVOCX Mutual Fund Overlap Analysis
VVOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VVOCX may share significant positions with broad-market funds.
VVOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVOCX tax-loss harvesting finds highly correlated but non-identical funds.