IDXPX Mutual Fund
NAV$24.38
AUM$30M
TER0.76%
Holdings11
IDXPX Mutual Fund
NAV$24.38
Voya Index Solution 2050 Portfolio Advisor Class
AUM$30M
TER0.76%
Holdings11
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IDXPX Mutual Fund Overlap Analysis
IDXPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, IDXPX may share significant positions with broad-market funds.
IDXPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXPX tax-loss harvesting finds highly correlated but non-identical funds.