VCRIX Mutual Fund

NAV$16.33

AUM$777M

TER0.97%

Holdings58

VCRIX Mutual Fund

NAV$16.33

NYLI CBRE Global Infrastructure Fund Class I

AUM$777M

TER0.97%

Holdings58

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare VCRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VCRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VCRIX Mutual Fund Overlap Analysis

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

VCRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, VCRIX may share significant positions with broad-market funds.

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