VAAGX Mutual Fund
NAV$30.67
AUM$2M
TER0.65%
Holdings66
VAAGX Mutual Fund
NAV$30.67
Virtus NFJ Large Cap Value Fund Class R6
AUM$2M
TER0.65%
Holdings66

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VAAGX Mutual Fund Overlap Analysis
VAAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, VAAGX may share significant positions with broad-market funds.
VAAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VAAGX tax-loss harvesting finds highly correlated but non-identical funds.