ISMSX Mutual Fund

NAV$10.76

AUM$2M

TER1.25%

Holdings227

ISMSX Mutual Fund

NAV$10.76

VY American Century Small-Mid Cap Value Portfolio S2

AUM$2M

TER1.25%

Holdings227

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Holdings Overlap Analysis

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

ISMSX Mutual Fund Overlap Analysis

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

ISMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 227 holdings, ISMSX may share significant positions with broad-market funds.

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