ISEAX Mutual Fund

NAV$14.48

AUM$124M

TER0.72%

Holdings11

ISEAX Mutual Fund

NAV$14.48

Voya Index Solution 2035 Portfolio Advisor Class

AUM$124M

TER0.72%

Holdings11

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Holdings Overlap Analysis

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

ISEAX Mutual Fund Overlap Analysis

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

ISEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, ISEAX may share significant positions with broad-market funds.

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