VZGRX Mutual Fund
VZGRX Mutual Fund
NAV$64.51
AUM$8M
TER0.90%
Holdings35
See how much of VZGRX you already own
VZGRX Mutual Fund
NAV$64.51
Virtus Zevenbergen Innovative Growth Stock Fund Class R6
AUM$8M
TER0.90%
Holdings35
See how much of VZGRX you already own
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.