IAXTX Mutual Fund

NAV$5.45

AUM$3M

TER1.20%

Holdings263

IAXTX Mutual Fund

NAV$5.45

VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2

AUM$3M

TER1.20%

Holdings263

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Holdings Overlap Analysis

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

IAXTX Mutual Fund Overlap Analysis

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

IAXTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 263 holdings, IAXTX may share significant positions with broad-market funds.

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