ISNHX Mutual Fund

NAV$17.15

AUM$31M

TER0.97%

Holdings20

ISNHX Mutual Fund

NAV$17.15

Voya Solution 2030 Portfolio Class S

AUM$31M

TER0.97%

Holdings20

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Holdings Overlap Analysis

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

ISNHX Mutual Fund Overlap Analysis

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

ISNHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, ISNHX may share significant positions with broad-market funds.

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