VVPLX Mutual Fund
VVPLX Mutual Fund
NAV$29.72
AUM$121M
TER1.10%
Holdings26
See how much of VVPLX you already own
VVPLX Mutual Fund
NAV$29.72
Vulcan Value Partners Fund Investor Class
AUM$121M
TER1.10%
Holdings26
See how much of VVPLX you already own
VVPLX Mutual Fund Overlap Analysis
VVPLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVPLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VVPLX may share significant positions with broad-market funds.
VVPLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVPLX tax-loss harvesting finds highly correlated but non-identical funds.