IAFLX Mutual Fund

NAV$17.58

AUM$65M

TER0.92%

Holdings22

IAFLX Mutual Fund

NAV$17.58

F/m Investments Large Cap Focused Fund Class Institutional

AUM$65M

TER0.92%

Holdings22

✓All holdings

✓Overlap Analysis

✓ETF Screener

✓Compare ETFs

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare IAFLX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings IAFLX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

IAFLX Mutual Fund Overlap Analysis

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

IAFLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, IAFLX may share significant positions with broad-market funds.

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