VYGJX Mutual Fund Holdings Overlap Calculator | MarketXLS

VYGJX Mutual Fund

NAV$12.97

AUM$322M

TER1.10%

Holdings313

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$45/quarter Pro · Cancel anytime

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VYGJX Mutual Fund

NAV$12.97

Voya Global Income & Growth Fund Class A

AUM$322M

TER1.10%

Holdings313

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

VYGJX Mutual Fund Overlap Analysis

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

VYGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 313 holdings, VYGJX may share significant positions with broad-market funds.

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