IISIX Mutual Fund
NAV$9.25
AUM$1.6B
TER0.62%
Holdings1,725
IISIX Mutual Fund
NAV$9.25
Voya Strategic Income Opportunities Fund Class I
AUM$1.6B
TER0.62%
Holdings1,725
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IISIX Mutual Fund Overlap Analysis
IISIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IISIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1725 holdings, IISIX may share significant positions with broad-market funds.
IISIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IISIX tax-loss harvesting finds highly correlated but non-identical funds.