VWYFX Mutual Fund
VWYFX Mutual Fund
NAV$55.18
AUM$69M
TER1.26%
Holdings102
See how much of VWYFX you already own
VWYFX Mutual Fund
NAV$55.18
Voya Small Cap Growth Fund Class A
AUM$69M
TER1.26%
Holdings102
See how much of VWYFX you already own
VWYFX Mutual Fund Overlap Analysis
VWYFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VWYFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, VWYFX may share significant positions with broad-market funds.
VWYFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VWYFX tax-loss harvesting finds highly correlated but non-identical funds.