IOEZX Mutual Fund

NAV$20.93

AUM$33M

TER1.25%

Holdings29

IOEZX Mutual Fund

NAV$20.93

ICON Equity Income Fund Class S

AUM$33M

TER1.25%

Holdings29

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Holdings Overlap Analysis

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

IOEZX Mutual Fund Overlap Analysis

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

IOEZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 29 holdings, IOEZX may share significant positions with broad-market funds.

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