VTRKX Mutual Fund

NAV$17.15

AUM$90M

TER0.25%

Holdings14

VTRKX Mutual Fund

NAV$17.15

Voya Target Retirement 2040 Fund Class R6

AUM$90M

TER0.25%

Holdings14

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Holdings Overlap Analysis

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

VTRKX Mutual Fund Overlap Analysis

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

VTRKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 14 holdings, VTRKX may share significant positions with broad-market funds.

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