IPOAX Mutual Fund

NAV$24.97

AUM$143M

TER1.05%

Holdings87

IPOAX Mutual Fund

NAV$24.97

Nomura Systematic Emerging Markets Equity Fund Class A

AUM$143M

TER1.05%

Holdings87

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Holdings Overlap Analysis

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

IPOAX Mutual Fund Overlap Analysis

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

IPOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, IPOAX may share significant positions with broad-market funds.

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