IVFIX Mutual Fund

NAV$5.04

AUM$583M

TER0.86%

Holdings45

IVFIX Mutual Fund

NAV$5.04

Federated Hermes International Strategic Value Dividend Fund Institutional Class

AUM$583M

TER0.86%

Holdings45

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Holdings Overlap Analysis

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

IVFIX Mutual Fund Overlap Analysis

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

IVFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, IVFIX may share significant positions with broad-market funds.

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