IASPX Mutual Fund
IASPX Mutual Fund
NAV$13.41
AUM$43M
TER1.28%
Holdings17
See how much of IASPX you already own
IASPX Mutual Fund
NAV$13.41
Voya Solution 2055 Portfolio Advisor Class
AUM$43M
TER1.28%
Holdings17
See how much of IASPX you already own
IASPX Mutual Fund Overlap Analysis
IASPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IASPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, IASPX may share significant positions with broad-market funds.
IASPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IASPX tax-loss harvesting finds highly correlated but non-identical funds.