VMFVX Mutual Fund

NAV$469.47

AUM$146M

TER0.03%

Holdings306

VMFVX Mutual Fund

NAV$469.47

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class

AUM$146M

TER0.03%

Holdings306

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Holdings Overlap Analysis

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

VMFVX Mutual Fund Overlap Analysis

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

VMFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 306 holdings, VMFVX may share significant positions with broad-market funds.

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