VYRDX Mutual Fund
VYRDX Mutual Fund
NAV$13.47
AUM$8M
TER0.91%
Holdings101
VYRDX Mutual Fund
NAV$13.47
VY Columbia Small Cap Value and Inflection Portfolio Class R6
AUM$8M
TER0.91%
Holdings101
VYRDX Mutual Fund Overlap Analysis
VYRDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VYRDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, VYRDX may share significant positions with broad-market funds.
VYRDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VYRDX tax-loss harvesting finds highly correlated but non-identical funds.