IAFEX Mutual Fund Analysis & Holdings | MarketXLS

IAFEX Mutual Fund

NAV$10.16

AUM$225,688.13

TER0.68%

Holdings74

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IAFEX Mutual Fund

NAV$10.16

FI Institutional Group All Foreign Equity Environmental and Social Values Fund

AUM$225,688.13

TER0.68%

Holdings74

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

IAFEX Mutual Fund Overlap Analysis

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

IAFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 74 holdings, IAFEX may share significant positions with broad-market funds.

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