VTRFX Mutual Fund

NAV$15.05

AUM$104M

TER0.25%

Holdings15

VTRFX Mutual Fund

NAV$15.05

Voya Target Retirement 2030 Fund Class R6

AUM$104M

TER0.25%

Holdings15

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Holdings Overlap Analysis

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

VTRFX Mutual Fund Overlap Analysis

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

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

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