INYDX Mutual Fund

NAV$25.80

AUM$95M

TER0.83%

Holdings46

INYDX Mutual Fund

NAV$25.80

Victory Pioneer Disciplined Growth Fund Class Y

AUM$95M

TER0.83%

Holdings46

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Holdings Overlap Analysis

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

INYDX Mutual Fund Overlap Analysis

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

INYDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 46 holdings, INYDX may share significant positions with broad-market funds.

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