ISRIX Mutual Fund

NAV$12.10

AUM$43M

TER0.75%

Holdings19

ISRIX Mutual Fund

NAV$12.10

Voya Solution 2045 Portfolio Initial

AUM$43M

TER0.75%

Holdings19

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare ISRIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ISRIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ISRIX Mutual Fund Overlap Analysis

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

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

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