IAAAX Mutual Fund Holdings Overlap Calculator | MarketXLS

IAAAX Mutual Fund

NAV$19.38

AUM$1.0B

TER1.19%

Holdings30

See what you own twice

Check IAAAX against your other funds. Free for up to 5.

Check my overlap

IAAAX Mutual Fund

NAV$19.38

Transamerica Asset Allocation - Growth Portfolio Class A

AUM$1.0B

TER1.19%

Holdings30

See what you own twice

Check IAAAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

IAAAX Mutual Fund Overlap Analysis

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

IAAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, IAAAX may share significant positions with broad-market funds.

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