IASRX Mutual Fund
IASRX Mutual Fund
NAV$23.46
AUM$22M
TER1.37%
Holdings543
See how much of IASRX you already own
IASRX Mutual Fund
NAV$23.46
Nomura Asset Strategy Fund Class R
AUM$22M
TER1.37%
Holdings543
See how much of IASRX you already own
IASRX Mutual Fund Overlap Analysis
IASRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
IASRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 543 holdings, IASRX may share significant positions with broad-market funds.
IASRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. IASRX tax-loss harvesting finds highly correlated but non-identical funds.