INVTX Mutual Fund

NAV$18.44

AUM$3M

TER1.22%

Holdings27

INVTX Mutual Fund

NAV$18.44

Evolutionary Tree Innovators Fund Class A

AUM$3M

TER1.22%

Holdings27

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Holdings Overlap Analysis

Compare INVTX 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 INVTX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

INVTX Mutual Fund Overlap Analysis

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

INVTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, INVTX may share significant positions with broad-market funds.

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