IGFAX Mutual Fund

NAV$5.71

AUM$104M

TER1.49%

Holdings37

IGFAX Mutual Fund

NAV$5.71

VY Morgan Stanley Global Franchise Portfolio Advisor Class

AUM$104M

TER1.49%

Holdings37

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Holdings Overlap Analysis

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

IGFAX Mutual Fund Overlap Analysis

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

IGFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, IGFAX may share significant positions with broad-market funds.

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