IVSAX Mutual Fund

NAV$9.10

AUM$83M

TER0.69%

Holdings369

IVSAX Mutual Fund

NAV$9.10

Nomura Global Bond Fund Class A

AUM$83M

TER0.69%

Holdings369

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Holdings Overlap Analysis

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

IVSAX Mutual Fund Overlap Analysis

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

IVSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 369 holdings, IVSAX may share significant positions with broad-market funds.

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