IAGIX Mutual Fund
NAV$11.87
AUM$8M
TER0.80%
Holdings17
IAGIX Mutual Fund
NAV$11.87
Voya Solution Moderately Aggressive Portfolio Initial
AUM$8M
TER0.80%
Holdings17
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IAGIX Mutual Fund Overlap Analysis
IAGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IAGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, IAGIX may share significant positions with broad-market funds.
IAGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAGIX tax-loss harvesting finds highly correlated but non-identical funds.