ITCSX Mutual Fund

NAV$25.02

AUM$2.0B

TER0.90%

Holdings277

ITCSX Mutual Fund

NAV$25.02

VY T. Rowe Price Capital Appreciation Portfolio Service

AUM$2.0B

TER0.90%

Holdings277

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Holdings Overlap Analysis

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

ITCSX Mutual Fund Overlap Analysis

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

ITCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 277 holdings, ITCSX may share significant positions with broad-market funds.

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