VVPSX Mutual Fund
VVPSX Mutual Fund
NAV$14.00
AUM$25M
TER1.15%
Holdings26
See how much of VVPSX you already own
VVPSX Mutual Fund
NAV$14.00
Vulcan Value Partners Small Cap Fund Investor Class
AUM$25M
TER1.15%
Holdings26
See how much of VVPSX you already own
VVPSX Mutual Fund Overlap Analysis
VVPSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VVPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VVPSX may share significant positions with broad-market funds.
VVPSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVPSX tax-loss harvesting finds highly correlated but non-identical funds.