ICTVX Mutual Fund

NAV$11.73

AUM$4M

TER1.90%

Holdings22

ICTVX Mutual Fund

NAV$11.73

ICON Utilities and Income Fund Investor Class

AUM$4M

TER1.90%

Holdings22

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Holdings Overlap Analysis

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

ICTVX Mutual Fund Overlap Analysis

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

ICTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, ICTVX may share significant positions with broad-market funds.

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