IAGAX Mutual Fund Analysis & Holdings | MarketXLS

IAGAX Mutual Fund

NAV$11.42

AUM$20M

TER1.30%

Holdings17

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IAGAX Mutual Fund

NAV$11.42

Voya Solution Moderately Aggressive Portfolio Advisor Class

AUM$20M

TER1.30%

Holdings17

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

IAGAX Mutual Fund Overlap Analysis

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

IAGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, IAGAX may share significant positions with broad-market funds.

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