IDXRX Mutual Fund
NAV$25.29
AUM$12M
TER0.51%
Holdings11
IDXRX Mutual Fund
NAV$25.29
Voya Index Solution 2050 Portfolio Class S
AUM$12M
TER0.51%
Holdings11
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IDXRX Mutual Fund Overlap Analysis
IDXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IDXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, IDXRX may share significant positions with broad-market funds.
IDXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IDXRX tax-loss harvesting finds highly correlated but non-identical funds.