VTREX Mutual Fund

NAV$15.21

AUM$52M

TER0.62%

Holdings15

VTREX Mutual Fund

NAV$15.21

Voya Target Retirement 2030 Fund Class A

AUM$52M

TER0.62%

Holdings15

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare VTREX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings VTREX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

VTREX Mutual Fund Overlap Analysis

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

VTREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, VTREX may share significant positions with broad-market funds.

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