IAUYX Mutual Fund

NAV$29.48

AUM$244M

TER0.69%

Holdings75

IAUYX Mutual Fund

NAV$29.48

Invesco Dividend Income Fund Class Y

AUM$244M

TER0.69%

Holdings75

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Holdings Overlap Analysis

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

IAUYX Mutual Fund Overlap Analysis

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

IAUYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, IAUYX may share significant positions with broad-market funds.

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