IDXGX Mutual Fund
NAV$19.89
AUM$18M
TER0.23%
Holdings13
IDXGX Mutual Fund
NAV$19.89
Voya Index Solution 2030 Portfolio Class I
AUM$18M
TER0.23%
Holdings13
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IDXGX Mutual Fund Overlap Analysis
IDXGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, IDXGX may share significant positions with broad-market funds.
IDXGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXGX tax-loss harvesting finds highly correlated but non-identical funds.