IDXSX Mutual Fund

NAV$24.61

AUM$8M

TER0.66%

Holdings11

IDXSX Mutual Fund

NAV$24.61

Voya Index Solution 2050 Portfolio Class S2

AUM$8M

TER0.66%

Holdings11

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Holdings Overlap Analysis

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

IDXSX Mutual Fund Overlap Analysis

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

IDXSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, IDXSX may share significant positions with broad-market funds.

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