VZGRX Mutual Fund Analysis & Holdings | MarketXLS

VZGRX Mutual Fund

NAV$66.64

AUM$7M

TER0.90%

Holdings35

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VZGRX Mutual Fund

NAV$66.64

Virtus Zevenbergen Innovative Growth Stock Fund Class R6

AUM$7M

TER0.90%

Holdings35

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

VZGRX Mutual Fund Overlap Analysis

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

VZGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, VZGRX may share significant positions with broad-market funds.

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