ISFIX Mutual Fund

NAV$19.08

AUM$8M

TER0.71%

Holdings79

ISFIX Mutual Fund

NAV$19.08

VY Columbia Contrarian Core Portfolio Initial

AUM$8M

TER0.71%

Holdings79

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Holdings Overlap Analysis

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

ISFIX Mutual Fund Overlap Analysis

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

ISFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, ISFIX may share significant positions with broad-market funds.

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