VLPCX Mutual Fund

NAV$16.25

AUM$730,411.87

TER2.15%

Holdings26

VLPCX Mutual Fund

NAV$16.25

Virtus Duff & Phelps Select MLP and Energy Fund C

AUM$730,411.87

TER2.15%

Holdings26

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Holdings Overlap Analysis

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

VLPCX Mutual Fund Overlap Analysis

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

VLPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, VLPCX may share significant positions with broad-market funds.

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