ICVPX Mutual Fund

NAV$16.19

AUM$2M

TER1.33%

Holdings101

ICVPX Mutual Fund

NAV$16.19

VY Columbia Small Cap Value and Inflection Portfolio Portfolio S2

AUM$2M

TER1.33%

Holdings101

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Holdings Overlap Analysis

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

ICVPX Mutual Fund Overlap Analysis

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

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

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