VVONX Mutual Fund
VVONX Mutual Fund
NAV$29.09
TER0.74%
Holdings80
See how much of VVONX you already own
VVONX Mutual Fund
NAV$29.09
Invesco Value Opportunities Fund Class R5
TER0.74%
Holdings80
See how much of VVONX you already own
VVONX Mutual Fund Overlap Analysis
VVONX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVONX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VVONX may share significant positions with broad-market funds.
VVONX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVONX tax-loss harvesting finds highly correlated but non-identical funds.