VVOSX Mutual Fund
VVOSX Mutual Fund
NAV$29.44
TER0.67%
Holdings80
VVOSX Mutual Fund
NAV$29.44
Invesco Value Opportunities Fund Class R6
TER0.67%
Holdings80
VVOSX Mutual Fund Overlap Analysis
VVOSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVOSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VVOSX may share significant positions with broad-market funds.
VVOSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVOSX tax-loss harvesting finds highly correlated but non-identical funds.