VVORX Mutual Fund
VVORX Mutual Fund
NAV$26.59
AUM$10M
TER1.27%
Holdings80
See how much of VVORX you already own
VVORX Mutual Fund
NAV$26.59
Invesco Value Opportunities Fund Class R
AUM$10M
TER1.27%
Holdings80
See how much of VVORX you already own
VVORX Mutual Fund Overlap Analysis
VVORX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VVORX may share significant positions with broad-market funds.
VVORX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVORX tax-loss harvesting finds highly correlated but non-identical funds.