IDITX Mutual Fund
NAV$7.96
AUM$94M
TER0.84%
Holdings588
IDITX Mutual Fund
NAV$7.96
Transamerica Bond Fund Class A
AUM$94M
TER0.84%
Holdings588
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IDITX Mutual Fund Overlap Analysis
IDITX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDITX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 588 holdings, IDITX may share significant positions with broad-market funds.
IDITX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDITX tax-loss harvesting finds highly correlated but non-identical funds.