INSAX Mutual Fund

NAV$26.94

AUM$13M

TER1.53%

Holdings66

INSAX Mutual Fund

NAV$26.94

Catalyst Insider Buying Fund Class A

AUM$13M

TER1.53%

Holdings66

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Holdings Overlap Analysis

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

INSAX Mutual Fund Overlap Analysis

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

INSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, INSAX may share significant positions with broad-market funds.

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