IAADX Mutual Fund Analysis & Holdings | MarketXLS

IAADX Mutual Fund

NAV$9.94

AUM$88M

TER0.76%

Holdings224

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IAADX Mutual Fund

NAV$9.94

Transamerica Emerging Markets Debt Fund Class I2

AUM$88M

TER0.76%

Holdings224

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

IAADX Mutual Fund Overlap Analysis

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

IAADX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 224 holdings, IAADX may share significant positions with broad-market funds.

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