IVAEX Mutual Fund

NAV$24.26

AUM$373M

TER0.87%

Holdings543

IVAEX Mutual Fund

NAV$24.26

Nomura Asset Strategy Fund Class I

AUM$373M

TER0.87%

Holdings543

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Holdings Overlap Analysis

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

IVAEX Mutual Fund Overlap Analysis

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

IVAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 543 holdings, IVAEX may share significant positions with broad-market funds.

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