IIBOX Mutual Fund

NAV$8.62

AUM$104M

TER0.93%

Holdings2,502

IIBOX Mutual Fund

NAV$8.62

Voya Intermediate Bond Fund Class R

AUM$104M

TER0.93%

Holdings2,502

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare IIBOX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IIBOX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IIBOX Mutual Fund Overlap Analysis

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

IIBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2502 holdings, IIBOX may share significant positions with broad-market funds.

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