IAALX Mutual Fund
IAALX Mutual Fund
NAV$18.25
AUM$43M
TER2.01%
Holdings30
See how much of IAALX you already own
IAALX Mutual Fund
NAV$18.25
Transamerica Asset Allocation - Growth Portfolio - Class C
AUM$43M
TER2.01%
Holdings30
See how much of IAALX you already own
IAALX Mutual Fund Overlap Analysis
IAALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IAALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 30 holdings, IAALX may share significant positions with broad-market funds.
IAALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IAALX tax-loss harvesting finds highly correlated but non-identical funds.