VTRHX Mutual Fund

NAV$16.06

AUM$121M

TER0.25%

Holdings13

VTRHX Mutual Fund

NAV$16.06

Voya Target Retirement 2035 Fund Class R6

AUM$121M

TER0.25%

Holdings13

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Holdings Overlap Analysis

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

VTRHX Mutual Fund Overlap Analysis

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

VTRHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, VTRHX may share significant positions with broad-market funds.

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