ISIPX Mutual Fund

NAV$13.41

AUM$205M

TER0.67%

Holdings508

ISIPX Mutual Fund

NAV$13.41

Voya US Stock Index Portfolio S2

AUM$205M

TER0.67%

Holdings508

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Holdings Overlap Analysis

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

ISIPX Mutual Fund Overlap Analysis

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

ISIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, ISIPX may share significant positions with broad-market funds.

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