VVWIX Mutual Fund Analysis & Holdings | MarketXLS

VVWIX Mutual Fund

NAV$12.03

TER0.90%

Holdings626

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VVWIX Mutual Fund

NAV$12.03

Venerable World Equity Fund Class I

TER0.90%

Holdings626

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare VVWIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VVWIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VVWIX Mutual Fund Overlap Analysis

VVWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

VVWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 626 holdings, VVWIX may share significant positions with broad-market funds.

VVWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VVWIX tax-loss harvesting finds highly correlated but non-identical funds.