IPMSX Mutual Fund

NAV$22.75

AUM$46M

TER0.85%

Holdings324

IPMSX Mutual Fund

NAV$22.75

Voya Index Plus MidCap Portfolio Class S

AUM$46M

TER0.85%

Holdings324

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare IPMSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IPMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

IPMSX Mutual Fund Overlap Analysis

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

IPMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 324 holdings, IPMSX may share significant positions with broad-market funds.

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