VTRMX Mutual Fund

NAV$17.90

AUM$76M

TER0.59%

Holdings13

VTRMX Mutual Fund

NAV$17.90

Voya Target Retirement 2045 Fund Class A

AUM$76M

TER0.59%

Holdings13

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Holdings Overlap Analysis

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

VTRMX Mutual Fund Overlap Analysis

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

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

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