IEDAX Mutual Fund

NAV$13.12

AUM$456M

TER0.86%

Holdings67

IEDAX Mutual Fund

NAV$13.12

Voya Large Cap Value Fund Class A

AUM$456M

TER0.86%

Holdings67

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Holdings Overlap Analysis

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

IEDAX Mutual Fund Overlap Analysis

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

IEDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 67 holdings, IEDAX may share significant positions with broad-market funds.

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