VWYIX Mutual Fund Analysis & Holdings | MarketXLS

VWYIX Mutual Fund

NAV$54.83

AUM$732,647.87

TER1.51%

Holdings102

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VWYIX Mutual Fund

NAV$54.83

Voya Small Cap Growth Fund Class R

AUM$732,647.87

TER1.51%

Holdings102

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 VWYIX 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 VWYIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VWYIX Mutual Fund Overlap Analysis

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

VWYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, VWYIX may share significant positions with broad-market funds.

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