IIVAX Mutual Fund

NAV$29.79

AUM$327M

TER1.20%

Holdings228

IIVAX Mutual Fund

NAV$29.79

Transamerica Small/Mid Cap Value Fund Class A

AUM$327M

TER1.20%

Holdings228

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Holdings Overlap Analysis

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

IIVAX Mutual Fund Overlap Analysis

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

IIVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, IIVAX may share significant positions with broad-market funds.

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