IIVLX Mutual Fund

NAV$22.45

AUM$14M

TER1.95%

Holdings228

IIVLX Mutual Fund

NAV$22.45

Transamerica Small/Mid Cap Value Fund Class C

AUM$14M

TER1.95%

Holdings228

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

IIVLX Mutual Fund Overlap Analysis

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

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

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