INDEX Mutual Fund

NAV$73.12

AUM$169M

TER0.25%

Holdings505

INDEX Mutual Fund

NAV$73.12

CYBER HORNET S&P 500 No Load Class

AUM$169M

TER0.25%

Holdings505

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Holdings Overlap Analysis

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

INDEX Mutual Fund Overlap Analysis

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

INDEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 505 holdings, INDEX may share significant positions with broad-market funds.

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