IACIX Mutual Fund

NAV$12.31

AUM$123M

TER0.85%

Holdings227

IACIX Mutual Fund

NAV$12.31

VY American Century Small-Mid Cap Value Portfolio Initial

AUM$123M

TER0.85%

Holdings227

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Holdings Overlap Analysis

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

IACIX Mutual Fund Overlap Analysis

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

IACIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, IACIX may share significant positions with broad-market funds.

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