VESDX Mutual Fund
VESDX Mutual Fund
NAV$9.94
AUM$51M
TER0.63%
Holdings137
See how much of VESDX you already own
VESDX Mutual Fund
NAV$9.94
Vela Short Duration Fund Class I
AUM$51M
TER0.63%
Holdings137
See how much of VESDX you already own
VESDX Mutual Fund Overlap Analysis
VESDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
VESDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, VESDX may share significant positions with broad-market funds.
VESDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. VESDX tax-loss harvesting finds highly correlated but non-identical funds.