VVORX Mutual Fund

NAV$27.35

AUM$10M

TER1.27%

Holdings80

VVORX Mutual Fund

NAV$27.35

Invesco Value Opportunities Fund Class R

AUM$10M

TER1.27%

Holdings80

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Holdings Overlap Analysis

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

VVORX Mutual Fund Overlap Analysis

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

VVORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, VVORX may share significant positions with broad-market funds.

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