IASCX Mutual Fund
IASCX Mutual Fund
NAV$14.13
AUM$9M
TER1.37%
Holdings169
IASCX Mutual Fund
NAV$14.13
Voya Small Company Portfolio Advisor Class
AUM$9M
TER1.37%
Holdings169
IASCX Mutual Fund Overlap Analysis
IASCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IASCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, IASCX may share significant positions with broad-market funds.
IASCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IASCX tax-loss harvesting finds highly correlated but non-identical funds.