IVKIX Mutual Fund

NAV$21.81

AUM$117M

TER0.72%

Holdings89

IVKIX Mutual Fund

NAV$21.81

VY Invesco Comstock Portfolio Initial

AUM$117M

TER0.72%

Holdings89

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Holdings Overlap Analysis

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

IVKIX Mutual Fund Overlap Analysis

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

IVKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, IVKIX may share significant positions with broad-market funds.

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