VVWVX Mutual Fund Analysis & Holdings | MarketXLS

VVWVX Mutual Fund

NAV$12.05

TER0.85%

Holdings626

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VVWVX Mutual Fund

NAV$12.05

Venerable World Equity Fund Class V

TER0.85%

Holdings626

See inside every fund you own

$149/yr 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 VVWVX 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 VVWVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VVWVX Mutual Fund Overlap Analysis

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

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

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