IVFLX Mutual Fund

NAV$4.96

AUM$126M

TER0.85%

Holdings45

IVFLX Mutual Fund

NAV$4.96

Federated Hermes International Strategic Value Dividend Fund Class R6

AUM$126M

TER0.85%

Holdings45

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Holdings Overlap Analysis

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

IVFLX Mutual Fund Overlap Analysis

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

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

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