ISIAX Mutual Fund
NAV$9.24
AUM$63M
TER0.87%
Holdings1,725
ISIAX Mutual Fund
NAV$9.24
Voya Strategic Income Opportunities Fund Class A
AUM$63M
TER0.87%
Holdings1,725
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ISIAX Mutual Fund Overlap Analysis
ISIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
ISIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1725 holdings, ISIAX may share significant positions with broad-market funds.
ISIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ISIAX tax-loss harvesting finds highly correlated but non-identical funds.