VTRTX Mutual Fund

NAV$12.01

TER0.32%

Holdings11

VTRTX Mutual Fund

NAV$12.01

Voya Target Retirement 2070 Fund Class I

TER0.32%

Holdings11

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

VTRTX Mutual Fund Overlap Analysis

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

VTRTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, VTRTX may share significant positions with broad-market funds.

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