IAGSX Mutual Fund

NAV$11.64

AUM$378M

TER1.05%

Holdings17

See how much of IAGSX you already own

Just $25 once·$99/mo·Download sample

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IAGSX Mutual Fund

NAV$11.64

Voya Solution Moderately Aggressive Portfolio Class S

AUM$378M

TER1.05%

Holdings17

See how much of IAGSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

IAGSX Mutual Fund Overlap Analysis

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

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

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