IVKSX Mutual Fund

NAV$21.73

AUM$100M

TER0.97%

Holdings89

IVKSX Mutual Fund

NAV$21.73

VY Invesco Comstock Portfolio Class S

AUM$100M

TER0.97%

Holdings89

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Holdings Overlap Analysis

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

IVKSX Mutual Fund Overlap Analysis

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

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

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