VNUIX Mutual Fund
NAV$3.48
TER0.50%
Holdings39
VNUIX Mutual Fund
NAV$3.48
Vontobel US Equity Fund Institutional Class
TER0.50%
Holdings39

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VNUIX Mutual Fund Overlap Analysis
VNUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VNUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, VNUIX may share significant positions with broad-market funds.
VNUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VNUIX tax-loss harvesting finds highly correlated but non-identical funds.