ISEIX Mutual Fund

NAV$15.08

AUM$69M

TER0.22%

Holdings11

ISEIX Mutual Fund

NAV$15.08

Voya Index Solution 2035 Portfolio Class I

AUM$69M

TER0.22%

Holdings11

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

ISEIX Mutual Fund Overlap Analysis

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

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

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