IASAX Mutual Fund

NAV$10.67

AUM$106M

TER1.35%

Holdings227

IASAX Mutual Fund

NAV$10.67

VY American Century Small-Mid Cap Value Portfolio Advisor Class

AUM$106M

TER1.35%

Holdings227

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Holdings Overlap Analysis

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

IASAX Mutual Fund Overlap Analysis

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

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

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