IALAX Mutual Fund
IALAX Mutual Fund
NAV$42.93
AUM$436M
TER1.11%
Holdings32
See how much of IALAX you already own
IALAX Mutual Fund
NAV$42.93
Transamerica Capital Growth Class A
AUM$436M
TER1.11%
Holdings32
See how much of IALAX you already own
IALAX Mutual Fund Overlap Analysis
IALAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IALAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, IALAX may share significant positions with broad-market funds.
IALAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IALAX tax-loss harvesting finds highly correlated but non-identical funds.