VTARX Mutual Fund

NAV$9.50

AUM$1M

TER0.60%

Holdings385

VTARX Mutual Fund

NAV$9.50

Virtus Tactical Allocation Fund Class R6

AUM$1M

TER0.60%

Holdings385

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Holdings Overlap Analysis

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

VTARX Mutual Fund Overlap Analysis

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

VTARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 385 holdings, VTARX may share significant positions with broad-market funds.

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