ITCTX Mutual Fund

NAV$24.55

AUM$16M

TER1.05%

Holdings277

ITCTX Mutual Fund

NAV$24.55

VY T. Rowe Price Capital Appreciation Portfolio S2

AUM$16M

TER1.05%

Holdings277

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Holdings Overlap Analysis

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

ITCTX Mutual Fund Overlap Analysis

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

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

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