ISRAX Mutual Fund

NAV$11.29

AUM$126M

TER1.25%

Holdings19

ISRAX Mutual Fund

NAV$11.29

Voya Solution 2045 Portfolio Advisor Class

AUM$126M

TER1.25%

Holdings19

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Holdings Overlap Analysis

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

ISRAX Mutual Fund Overlap Analysis

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

ISRAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 19 holdings, ISRAX may share significant positions with broad-market funds.

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