IAVGX Mutual Fund

NAV$23.33

AUM$87M

TER1.25%

Holdings62

IAVGX Mutual Fund

NAV$23.33

Voya Growth and Income Portfolio Advisor Class

AUM$87M

TER1.25%

Holdings62

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Holdings Overlap Analysis

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

IAVGX Mutual Fund Overlap Analysis

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

IAVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, IAVGX may share significant positions with broad-market funds.

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