VGINX Mutual Fund
NAV$106.26
AUM$2.3B
TER0.44%
Holdings90
VGINX Mutual Fund
NAV$106.26
JPMorgan US Value Fund Class R6
AUM$2.3B
TER0.44%
Holdings90
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VGINX Mutual Fund Overlap Analysis
VGINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VGINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, VGINX may share significant positions with broad-market funds.
VGINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VGINX tax-loss harvesting finds highly correlated but non-identical funds.