ICSSX Mutual Fund

NAV$17.30

AUM$65M

TER1.18%

Holdings101

ICSSX Mutual Fund

NAV$17.30

VY Columbia Small Cap Value and Inflection Portfolio Class S

AUM$65M

TER1.18%

Holdings101

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Holdings Overlap Analysis

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

ICSSX Mutual Fund Overlap Analysis

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

ICSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, ICSSX may share significant positions with broad-market funds.

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